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Bogart Wealth LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bogart Wealth LLC’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 		$723K Buy
5,952
+1,677
+39% +$190K 0.02% 155
2026
Q1 		$428K Sell
4,275
-290
-6% -$30.2K 0.02% 186
2025
Q4 		$454K Buy
4,565
+19
+0.4% +$1.89K 0.02% 177
2025
Q3 		$445K Buy
4,546
+89
+2% +$8.26K 0.02% 172
2025
Q2 		$389K Hold
4,457
– – 0.02% 178
2025
Q1 		$359K Buy
4,457
+10
+0.2% +$877 0.02% 178
2024
Q4 		$397K Buy
4,447
+57
+1% +$5.26K 0.02% 171
2024
Q3 		$392K Hold
4,390
– – 0.02% 169
2024
Q2 		$360K Hold
4,390
– – 0.02% 168
2024
Q1 		$373K Hold
4,390
– – 0.02% 160
2023
Q4 		$356K Buy
4,390
+29
+0.7% +$2.1K 0.02% 165
2023
Q3 		$312K Buy
4,361
+28
+0.6% +$2.13K 0.02% 167
2023
Q2 		$328K Buy
4,333
+15
+0.3% +$1.08K 0.02% 166
2023
Q1 		$311K Hold
4,318
– – 0.02% 157
2022
Q4 		$304K Sell
4,318
-28
-0.6% -$2.01K 0.02% 160
2022
Q3 		$290K Buy
4,346
+28
+0.6% +$2.06K 0.02% 154
2022
Q2 		$295K Buy
4,318
+5
+0.1% +$372 0.03% 142
2022
Q1 		$357K Buy
4,313
+200
+5% +$16.5K 0.03% 133
2021
Q4 		$369K Buy
4,113
+523
+15% +$47.8K 0.03% 129
2021
Q3 		$317K Buy
3,590
+276
+8% +$24.7K 0.03% 132
2021
Q2 		$307K Buy
3,314
+2,356
+246% +$214K 0.03% 130
2021
Q1 		$85K Buy
+958
New +$84.4K 0.01% 187

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bogart Wealth LLC's VTWO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Russell 2000 ETF (VTWO) stake by 39% in Q2 2026, buying an estimated $190K and bringing the position to 5,952 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #155.

Bogart Wealth LLC first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Bogart Wealth LLC held 5,952 shares of Vanguard Russell 2000 ETF worth $723K as of Q2 2026.
  • Bogart Wealth LLC bought 1,677 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $190K.
  • Vanguard Russell 2000 ETF made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #155 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.