DWM
VTWO icon

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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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. 212 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.
  • 212 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.