Costello Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Costello Asset 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 Q2	$21.2K	Hold	175	–	–	0.01%	394
2026 Q1	$17.5K	Hold	175	–	–	0.01%	408
2025 Q4	$17.4K	Hold	175	–	–	0.01%	396
2025 Q3	$17.1K	Hold	175	–	–	0.01%	394
2025 Q2	$15.3K	Hold	175	–	–	0.01%	417
2025 Q1	$14.1K	Hold	175	–	–	0.01%	405
2024 Q4	$15.6K	Hold	175	–	–	0.01%	132
2024 Q3	$15.6K	Hold	175	–	–	0.01%	134
2024 Q2	$14.3K	Hold	175	–	–	0.01%	119
2024 Q1	$14.9K	Buy	+175	New	+$14.1K	0.01%	130

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

Costello Asset Management's VTWO Position: Q2 2026 in Review

Costello Asset Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 175 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #394.

Costello Asset Management first reported a position in VTWO in Q1 2024 and has held it in 10 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Costello Asset Management held 175 shares of Vanguard Russell 2000 ETF worth $21.2K as of Q2 2026.
Costello Asset Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #394 holding.
Costello Asset Management first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.