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

DWR 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
Q2 		$991K Sell
8,197
-199
-2% -$22.6K 0.74% 20
2026
Q1 		$812K Buy
8,396
+46
+0.6% +$4.8K 0.71% 23
2025
Q4 		$837K Buy
+8,350
New +$830K 0.78% 22

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DWR Wealth Management's VTWO Position: Q2 2026 in Review

DWR Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.4% in Q2 2026, selling an estimated $22.6K and leaving 8,197 shares worth $991K. The position accounts for 0.74% of the portfolio, ranked #20.

DWR Wealth Management first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • DWR Wealth Management held 8,197 shares of Vanguard Russell 2000 ETF worth $991K as of Q2 2026.
  • DWR Wealth Management sold 199 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Russell 2000 ETF made up 0.74% of DWR Wealth Management's portfolio in Q2 2026, its #20 holding.
  • DWR Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.