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 Q3	$203K	Hold	1,800	–	–	0.03%	83
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	–	83
2022 Q4	$339K	Buy	+4,850	New	+$348K	0.08%	61

Other funds holding VTWO

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Edge Wealth Management's VTWO Position: Q3 2026 in Review

Edge Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2026 at 1,800 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #83.

Edge Wealth Management first reported a position in VTWO in Q4 2022 and has held it in 11 quarters since. The position peaked at $339K in Q4 2022. 501 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Edge Wealth Management held 1,800 shares of Vanguard Russell 2000 ETF worth $203K as of Q3 2026.
Edge Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q3 2026.
Vanguard Russell 2000 ETF made up 0.03% of Edge Wealth Management's portfolio in Q3 2026, its #83 holding.
Edge Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 11 quarters since.
Edge Wealth Management's Vanguard Russell 2000 ETF position peaked at $339K in Q4 2022.
501 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.