EWM
VTWO icon

Evolution Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Evolution 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 		$8.13K Sell
67
-51
-43% -$5.79K ﹤0.01% 618
2026
Q1 		$11.8K Hold
118
– – 0.01% 492
2025
Q4 		$11.7K Buy
118
+31
+36% +$3.08K 0.01% 427
2025
Q3 		$8.51K Hold
87
– – 0.01% 388
2025
Q2 		$7.59K Buy
+87
New +$7.08K 0.01% 387

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

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

Evolution Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 43% in Q2 2026, selling an estimated $5.79K and leaving 67 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Evolution Wealth Management first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.8K in Q1 2026. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Evolution Wealth Management held 67 shares of Vanguard Russell 2000 ETF worth $8.13K as of Q2 2026.
  • Evolution Wealth Management sold 51 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.79K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Evolution Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Vanguard Russell 2000 ETF position peaked at $11.8K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.