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Blue Bell Private Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Blue Bell Private Wealth Management’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
Q1 		$646K Hold
6,445
– – 0.09% 142
2025
Q4 		$641K Sell
6,445
-405
-6% -$40.3K 0.09% 136
2025
Q3 		$670K Buy
6,850
+12
+0.2% +$1.11K 0.1% 126
2025
Q2 		$596K Buy
6,838
+1,604
+31% +$130K 0.1% 120
2025
Q1 		$422K Hold
5,234
– – 0.08% 145
2024
Q4 		$468K Buy
5,234
+247
+5% +$22.8K 0.09% 130
2024
Q3 		$446K Hold
4,987
– – 0.09% 136
2024
Q2 		$409K Hold
4,987
– – 0.08% 131
2024
Q1 		$424K Sell
4,987
-92
-2% -$7.42K 0.09% 125
2023
Q4 		$412K Buy
5,079
+108
+2% +$7.82K 0.1% 112
2023
Q3 		$355K Sell
4,971
-225
-4% -$17.1K 0.1% 108
2023
Q2 		$393K Sell
5,196
-207
-4% -$14.9K 0.1% 100
2023
Q1 		$389K Sell
5,403
-168
-3% -$12.5K 0.12% 90
2022
Q4 		$392K Hold
5,571
– – 0.13% 81
2022
Q3 		$371K Buy
+5,571
New +$410K 0.13% 78
2022
Q1 		– Sell
-2,995
Closed -$269K – 939
2021
Q4 		$269K Buy
2,995
+250
+9% +$22.8K 0.07% 89
2021
Q3 		$243K Buy
2,745
+205
+8% +$18.4K 0.07% 74
2021
Q2 		$235K Sell
2,540
-1,360
-35% -$123K 0.07% 72
2021
Q1 		$348K Buy
3,900
+3,020
+343% +$266K 0.11% 62
2020
Q4 		$70K Buy
880
+480
+120% +$33.9K 0.02% 94
2020
Q3 		$24K Buy
+400
New +$24.3K 0.01% 119
2020
Q2 		– Sell
-3,010
Closed -$139K – 207
2020
Q1 		$139K Hold
3,010
– – 0.08% 62
2019
Q4 		$200K Sell
3,010
-400
-12% -$25.4K 0.08% 66
2019
Q3 		$207K Buy
3,410
+180
+6% +$11.1K 0.1% 56
2019
Q2 		$202K Buy
+3,230
New +$200K 0.09% 56

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Blue Bell Private Wealth Management's VTWO Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 6,445 shares worth $646K. The position accounts for 0.09% of the portfolio, ranked #142.

Blue Bell Private Wealth Management first reported a position in VTWO in Q2 2019 and has held it in 25 quarters since. The position peaked at $670K in Q3 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Blue Bell Private Wealth Management held 6,445 shares of Vanguard Russell 2000 ETF worth $646K as of Q1 2026.
  • Blue Bell Private Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Blue Bell Private Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2019 and has held it in 25 quarters since.
  • Blue Bell Private Wealth Management's Vanguard Russell 2000 ETF position peaked at $670K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.