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Broadwater Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Broadwater Capital’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 		$13.4K Hold
110
– – 0.01% 148
2026
Q1 		$10.9K Hold
110
– – 0.01% 157
2025
Q4 		$10.9K Hold
110
– – 0.01% 157
2025
Q3 		$10.8K Sell
110
-9,484
-99% -$880K 0.01% 162
2025
Q2 		$9.59M Buy
9,594
+9,494
+9,494% +$772K 0.01% 169
2025
Q1 		$8.06K Hold
100
– – 0.01% 169
2024
Q4 		$8.93K Buy
+100
New +$9.23K 0.01% 175

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Broadwater Capital's VTWO Position: Q2 2026 in Review

Broadwater Capital held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 110 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #148.

Broadwater Capital first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.59M in Q2 2025. 289 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Broadwater Capital held 110 shares of Vanguard Russell 2000 ETF worth $13.4K as of Q2 2026.
  • Broadwater Capital left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #148 holding.
  • Broadwater Capital first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Broadwater Capital's Vanguard Russell 2000 ETF position peaked at $9.59M in Q2 2025.
  • 289 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.