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

Edge 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	$219K	Buy	+1,800	New	+$204K	0.04%	82
2025 Q4	–	Sell	-2,665	Closed	-$261K	–	94
2025 Q3	$261K	Hold	2,665	–	–	0.05%	75
2025 Q2	$233K	Hold	2,665	–	–	0.04%	71
2025 Q1	$215K	Hold	2,665	–	–	0.04%	72
2024 Q4	$238K	Hold	2,665	–	–	0.05%	68
2024 Q3	$238K	Hold	2,665	–	–	0.05%	70
2024 Q2	$218K	Hold	2,665	–	–	0.05%	67
2024 Q1	$227K	Hold	2,665	–	–	0.05%	68
2023 Q4	$216K	Buy	+2,665	New	+$193K	0.05%	69
2023 Q1	–	Sell	-4,850	Closed	-$339K	–	84
2022 Q4	$339K	Buy	+4,850	New	+$348K	0.08%	61

Other funds holding VTWO

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

Vilga Financial Planning Fair Lawn, New Jersey $132M AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return