Black Diamond Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Black Diamond Financial’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Buy	3,736 +480	+15%	+$54.5K	0.04%	126
2026 Q1	$326K	Buy	3,256 +437	+16%	+$45.6K	0.04%	138
2025 Q4	$281K	Buy	2,819 +10	+0.4%	+$994	0.03%	145
2025 Q3	$275K	Buy	2,809 +10	+0.4%	+$928	0.03%	134
2025 Q2	$244K	Buy	2,799 +9	+0.3%	+$732	0.04%	127
2025 Q1	$225K	Buy	2,790 +8	+0.3%	+$702	0.03%	132
2024 Q4	$249K	Buy	2,782 +10	+0.4%	+$923	0.04%	125
2024 Q3	$248K	Buy	2,772 +19	+0.7%	+$1.64K	0.04%	119
2024 Q2	$226K	Hold	2,753	–	–	0.04%	126
2024 Q1	$223K	Hold	2,753	–	–	0.06%	102
2023 Q4	$223K	Buy	+2,753	New	+$199K	0.06%	102
2023 Q3	–	Sell	-2,728	Closed	-$206K	–	118
2023 Q2	$206K	Buy	+2,728	New	+$197K	0.06%	105

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Black Diamond Financial's VTWO Position: Q2 2026 in Review

Black Diamond Financial increased its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, buying an estimated $54.5K and bringing the position to 3,736 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #126.

Black Diamond Financial first reported a position in VTWO in Q2 2023 and has held it in 12 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Black Diamond Financial held 3,736 shares of Vanguard Russell 2000 ETF worth $454K as of Q2 2026.
Black Diamond Financial bought 480 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $54.5K.
Vanguard Russell 2000 ETF made up 0.04% of Black Diamond Financial's portfolio in Q2 2026, its #126 holding.
Black Diamond Financial first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.