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

Cornerstone 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
Q3 		$1.27M Buy
11,331
+450
+4% +$53.4K 0.05% 292
2026
Q2 		$1.32M Buy
10,881
+191
+2% +$21.7K 0.06% 289
2026
Q1 		$1.07M Buy
10,690
+423
+4% +$44.1K 0.05% 304
2025
Q4 		$1.02M Buy
10,267
+268
+3% +$26.6K 0.05% 287
2025
Q3 		$978K Buy
9,999
+446
+5% +$41.4K 0.05% 287
2025
Q2 		$833K Buy
9,553
+107
+1% +$8.7K 0.05% 300
2025
Q1 		$762K Buy
9,446
+375
+4% +$32.9K 0.05% 300
2024
Q4 		$810K Buy
9,071
+442
+5% +$40.8K 0.05% 268
2024
Q3 		$771K Buy
8,629
+538
+7% +$46.5K 0.05% 263
2024
Q2 		$663K Buy
8,091
+769
+11% +$62.9K 0.05% 269
2024
Q1 		$623K Buy
7,322
+901
+14% +$72.6K 0.05% 290
2023
Q4 		$521K Buy
6,421
+551
+9% +$39.9K 0.04% 315
2023
Q3 		$419K Sell
5,870
-3,604
-38% -$273K 0.04% 345
2023
Q2 		$716K Sell
9,474
-365
-4% -$26.3K 0.06% 244
2023
Q1 		$709K Buy
+9,839
New +$731K 0.07% 228
2022
Q3 		$495K Buy
7,429
+662
+10% +$48.7K 0.06% 256
2022
Q2 		$463K Sell
6,767
-113
-2% -$8.41K 0.05% 274
2022
Q1 		$570K Buy
+6,880
New +$566K 0.06% 259

Other funds holding VTWO

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Cornerstone Wealth Management's VTWO Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 4.1% in Q3 2026, buying an estimated $53.4K and bringing the position to 11,331 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #292.

Cornerstone Wealth Management first reported a position in VTWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.32M in Q2 2026. 501 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Cornerstone Wealth Management held 11,331 shares of Vanguard Russell 2000 ETF worth $1.27M as of Q3 2026.
  • Cornerstone Wealth Management bought 450 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $53.4K.
  • Vanguard Russell 2000 ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #292 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's Vanguard Russell 2000 ETF position peaked at $1.32M in Q2 2026.
  • 501 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.