Curio Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Curio Wealth’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	–	Sell	-17	Closed	-$1.7K	–	1133
2026 Q1	$1.7K	Buy	+17	New	+$1.77K	﹤0.01%	329

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

Curio Wealth's VTWO Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 17 shares — an estimated $1.7K sold.

Curio Wealth first reported a position in VTWO in Q1 2026 and held it in 1 quarter. The position peaked at $1.7K in Q1 2026. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Curio Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 17 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $1.7K.
Curio Wealth first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and held it in 1 quarter.
Curio Wealth's Vanguard Russell 2000 ETF position peaked at $1.7K in Q1 2026.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.