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Emerald Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Emerald Advisors’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 		$639K Sell
6,376
-327
-5% -$34.1K 0.08% 72
2025
Q4 		$667K Sell
6,703
-1
-0% -$99 0.09% 66
2025
Q3 		$656K Sell
6,704
-31
-0.5% -$2.88K 0.09% 62
2025
Q2 		$587K Buy
6,735
+267
+4% +$21.7K 0.08% 63
2025
Q1 		$522K Buy
6,468
+88
+1% +$7.72K 0.07% 65
2024
Q4 		$570K Buy
6,380
+115
+2% +$10.6K 0.08% 60
2024
Q3 		$572K Sell
6,265
-204
-3% -$17.6K 0.08% 60
2024
Q2 		$530K Buy
6,469
+40
+0.6% +$3.27K 0.08% 58
2024
Q1 		$547K Buy
6,429
+18
+0.3% +$1.45K 0.1% 56
2023
Q4 		$520K Sell
6,411
-1,980
-24% -$143K 0.1% 50
2023
Q3 		$599K Buy
8,391
+83
+1% +$6.3K 0.14% 45
2023
Q2 		$628K Buy
8,308
+160
+2% +$11.5K 0.15% 41
2023
Q1 		$587K Sell
8,148
-87
-1% -$6.47K 0.15% 37
2022
Q4 		$580K Buy
8,235
+1,833
+29% +$132K 0.16% 40
2022
Q3 		$427K Sell
6,402
-4,225
-40% -$311K 0.12% 54
2022
Q2 		$727K Buy
10,627
+1,279
+14% +$95.2K 0.2% 33
2022
Q1 		$775K Buy
+9,348
New +$769K 0.18% 31

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Emerald Advisors's VTWO Position: Q1 2026 in Review

Emerald Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 4.9% in Q1 2026, selling an estimated $34.1K and leaving 6,376 shares worth $639K. The position accounts for 0.08% of the portfolio, ranked #72.

Emerald Advisors first reported a position in VTWO in Q1 2022 and has held it in 17 quarters since. The position peaked at $775K in Q1 2022. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Emerald Advisors held 6,376 shares of Vanguard Russell 2000 ETF worth $639K as of Q1 2026.
  • Emerald Advisors sold 327 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $34.1K.
  • Vanguard Russell 2000 ETF made up 0.08% of Emerald Advisors's portfolio in Q1 2026, its #72 holding.
  • Emerald Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
  • Emerald Advisors's Vanguard Russell 2000 ETF position peaked at $775K in Q1 2022.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.