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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Costello Asset Management's VTWO Position: Q1 2026 in Review

Costello Asset Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 175 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #408.

Costello Asset Management first reported a position in VTWO in Q1 2024 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Costello Asset Management held 175 shares of Vanguard Russell 2000 ETF worth $17.5K as of Q1 2026.
  • Costello Asset Management left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #408 holding.
  • Costello Asset Management first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.