BSW Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

BSW Wealth Partners’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	–	Sell	-2,304	Closed	-$229K	–	346
2025 Q4	$229K	Buy	2,304 +1	+0%	+$99	0.03%	287
2025 Q3	$225K	Buy	2,303 +1	+0%	+$93	0.03%	297
2025 Q2	$201K	Buy	+2,302	New	+$187K	0.03%	309
2025 Q1	–	Sell	-2,301	Closed	-$206K	–	332
2024 Q4	$206K	Buy	+2,301	New	+$212K	0.03%	294

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BSW Wealth Partners's VTWO Position: Q1 2026 in Review

BSW Wealth Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 2,304 shares — an estimated $229K sold.

BSW Wealth Partners first reported a position in VTWO in Q4 2024 and held it in 4 quarters. The position peaked at $229K in Q4 2025. 683 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

BSW Wealth Partners reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
BSW Wealth Partners sold 2,304 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $229K.
BSW Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 4 quarters.
BSW Wealth Partners's Vanguard Russell 2000 ETF position peaked at $229K in Q4 2025.
683 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.