EP
VTWO icon

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
Q2 		$221K Buy
+1,820
New +$207K 0.01% 910
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

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Edgestream Partners's VTWO Position: Q2 2026 in Review

Edgestream Partners opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,820 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in VTWO as recently as Q4 2025.

Edgestream Partners first reported a position in VTWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $478K in Q4 2025. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Edgestream Partners held 1,820 shares of Vanguard Russell 2000 ETF worth $221K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new Edgestream Partners position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #910 holding.
  • Edgestream Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Edgestream Partners's Vanguard Russell 2000 ETF position peaked at $478K in Q4 2025.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.