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	–	83
2022 Q4	$339K	Buy	+4,850	New	+$348K	0.08%	61

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

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

Edge Wealth Management opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,800 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #82 among its holdings. This is a return to the name: Edge Wealth Management previously reported a position in VTWO as recently as Q3 2025.

Edge Wealth Management first reported a position in VTWO in Q4 2022 and has held it in 10 quarters since. The position peaked at $339K in Q4 2022. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Edge Wealth Management held 1,800 shares of Vanguard Russell 2000 ETF worth $219K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Edge Wealth Management position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.04% of Edge Wealth Management's portfolio in Q2 2026, its #82 holding.
Edge Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 10 quarters since.
Edge Wealth Management's Vanguard Russell 2000 ETF position peaked at $339K in Q4 2022.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.