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 Q2	$783K	Hold	6,445	–	–	0.1%	131
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 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

Blue Bell Private Wealth Management's VTWO Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 6,445 shares worth $783K. The position accounts for 0.1% of the portfolio, ranked #131.

Blue Bell Private Wealth Management first reported a position in VTWO in Q2 2019 and has held it in 26 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Blue Bell Private Wealth Management held 6,445 shares of Vanguard Russell 2000 ETF worth $783K as of Q2 2026.
Blue Bell Private Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.1% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #131 holding.
Blue Bell Private Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2019 and has held it in 26 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.