Brown Financial Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Brown Financial Advisory’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	$358K	Hold	2,947	–	–	0.15%	38
2026 Q1	$295K	Hold	2,947	–	–	0.15%	42
2025 Q4	$293K	Hold	2,947	–	–	0.15%	45
2025 Q3	$288K	Hold	2,947	–	–	0.15%	46
2025 Q2	$257K	Hold	2,947	–	–	0.14%	49
2025 Q1	$238K	Hold	2,947	–	–	0.15%	48
2024 Q4	$263K	Hold	2,947	–	–	0.19%	31
2024 Q3	$263K	Sell	2,947 -493	-14%	-$42.7K	0.19%	33
2024 Q2	$282K	Hold	3,440	–	–	0.22%	27
2024 Q1	$293K	Hold	3,440	–	–	0.23%	26
2023 Q4	$279K	Hold	3,440	–	–	0.23%	25
2023 Q3	$246K	Hold	3,440	–	–	0.22%	26
2023 Q2	$260K	Hold	3,440	–	–	0.21%	25
2023 Q1	$248K	Hold	3,440	–	–	0.24%	27
2022 Q4	$242K	Sell	3,440 -3,278	-49%	-$236K	0.25%	26
2022 Q3	$448K	Sell	6,718 -1,172	-15%	-$86.3K	0.43%	21
2022 Q2	$539K	Sell	7,890 -47	-0.6%	-$3.5K	0.58%	18
2022 Q1	$658K	Buy	7,937 +5,337	+205%	+$439K	0.53%	20
2021 Q4	$234K	Hold	2,600	–	–	0.21%	28
2021 Q3	$230K	Hold	2,600	–	–	0.19%	26
2021 Q2	$241K	Hold	2,600	–	–	0.2%	26
2021 Q1	$232K	Sell	2,600 -1,140	-30%	-$100K	0.21%	25
2020 Q4	$296K	Buy	+3,740	New	+$264K	0.26%	23

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

Brown Financial Advisory's VTWO Position: Q2 2026 in Review

Brown Financial Advisory held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 2,947 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #38.

Brown Financial Advisory first reported a position in VTWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $658K in Q1 2022. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Brown Financial Advisory held 2,947 shares of Vanguard Russell 2000 ETF worth $358K as of Q2 2026.
Brown Financial Advisory left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.15% of Brown Financial Advisory's portfolio in Q2 2026, its #38 holding.
Brown Financial Advisory first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
Brown Financial Advisory's Vanguard Russell 2000 ETF position peaked at $658K in Q1 2022.
742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.