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Edgestream Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-4,801
Closed -$478K – 1136
2025
Q4 		$478K Buy
4,801
+2,747
+134% +$273K 0.01% 817
2025
Q3 		$201K Buy
+2,054
New +$191K 0.01% 841

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Edgestream Partners's VTWO Position: Q1 2026 in Review

Edgestream Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 4,801 shares — an estimated $478K sold.

Edgestream Partners first reported a position in VTWO in Q3 2025 and held it in 2 quarters. The position peaked at $478K in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Edgestream Partners reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 4,801 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $478K.
  • Edgestream Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and held it in 2 quarters.
  • Edgestream Partners's Vanguard Russell 2000 ETF position peaked at $478K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.