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Circle Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Circle 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
Q1 		– Sell
-2,731
Closed -$272K – 278
2025
Q4 		$272K Buy
+2,731
New +$271K ﹤0.01% 218

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Circle Wealth Management's VTWO Position: Q1 2026 in Review

Circle Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 2,731 shares — an estimated $272K sold.

Circle Wealth Management first reported a position in VTWO in Q4 2025 and held it in 1 quarter. The position peaked at $272K in Q4 2025. 681 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Circle Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Circle Wealth Management sold 2,731 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $272K.
  • Circle Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Circle Wealth Management's Vanguard Russell 2000 ETF position peaked at $272K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.