EverSource Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

EverSource Wealth 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 Q2	$162K	Sell	1,331 -21	-2%	-$2.38K	0.01%	1116
2026 Q1	$135K	Buy	1,352 +846	+167%	+$88.2K	﹤0.01%	1255
2025 Q4	$50.4K	Buy	506 +358	+242%	+$35.6K	﹤0.01%	1746
2025 Q3	$14.5K	Hold	148	–	–	﹤0.01%	2588
2025 Q2	$12.9K	Sell	148 -13	-8%	-$1.06K	﹤0.01%	2638
2025 Q1	$13K	Buy	161 +97	+152%	+$8.51K	﹤0.01%	1960
2024 Q4	$5.72K	Sell	64 -50	-44%	-$4.61K	﹤0.01%	2283
2024 Q3	$10.2K	Sell	114 -10	-8%	-$865	﹤0.01%	1856
2024 Q2	$11.2K	Hold	124	–	–	﹤0.01%	1792
2024 Q1	$9.82K	Buy	124 +60	+94%	+$4.84K	﹤0.01%	1697
2023 Q4	$5.19K	Hold	64	–	–	﹤0.01%	1840
2023 Q3	$4.57K	Hold	64	–	–	﹤0.01%	1737
2023 Q2	$4.84K	Hold	64	–	–	﹤0.01%	1744
2023 Q1	$4.61K	Hold	64	–	–	﹤0.01%	1666
2022 Q4	$4.5K	Hold	64	–	–	﹤0.01%	1652
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	1481
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	1355
2022 Q1	$5K	Hold	64	–	–	﹤0.01%	1298
2021 Q4	$6K	Buy	+64	New	+$5.84K	﹤0.01%	1210

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 22.9% 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

EverSource Wealth Advisors's VTWO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.6% in Q2 2026, selling an estimated $2.38K and leaving 1,331 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1116.

EverSource Wealth Advisors first reported a position in VTWO in Q4 2021 and has held it in 19 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

EverSource Wealth Advisors held 1,331 shares of Vanguard Russell 2000 ETF worth $162K as of Q2 2026.
EverSource Wealth Advisors sold 21 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $2.38K.
Vanguard Russell 2000 ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1116 holding.
EverSource Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.