Financial Perspectives’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Perspectives’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	$94K	Hold	775	–	–	0.02%	250
2026 Q1	$77.6K	Hold	775	–	–	0.02%	258
2025 Q4	$77.1K	Hold	775	–	–	0.02%	258
2025 Q3	$75.8K	Hold	775	–	–	0.02%	265
2025 Q2	$67.6K	Hold	775	–	–	0.02%	269
2025 Q1	$62.5K	Hold	775	–	–	0.02%	269
2024 Q4	$69.2K	Hold	775	–	–	0.02%	264
2024 Q3	$69.2K	Buy	775 +6	+0.8%	+$519	0.02%	253
2024 Q2	$63.1K	Hold	769	–	–	0.02%	251
2024 Q1	$65.4K	Buy	769 +1	+0.1%	+$81	0.02%	251
2023 Q4	$62.3K	Buy	768 +4	+0.5%	+$290	0.03%	252
2023 Q3	$54.6K	Buy	764 +3	+0.4%	+$228	0.03%	250
2023 Q2	$57.5K	Buy	761 +3	+0.4%	+$216	0.03%	245
2023 Q1	$54.6K	Buy	758 +2	+0.3%	+$149	0.03%	253
2022 Q4	$53.2K	Buy	756 +8	+1%	+$575	0.03%	242
2022 Q3	$49.8K	Buy	748 +2	+0.3%	+$147	0.03%	236
2022 Q2	$51K	Hold	746	–	–	0.03%	237
2022 Q1	$61.8K	Buy	746 +1	+0.1%	+$82	0.03%	236
2021 Q4	$66.9K	Buy	745 +6	+0.8%	+$548	0.03%	218
2021 Q3	$65.3K	Buy	739 +2	+0.3%	+$179	0.03%	212
2021 Q2	$68.3K	Sell	737 -130,705	-99%	-$11.9M	0.03%	226
2021 Q1	$369K	Buy	131,442 +130,706	+17,759%	+$11.5M	0.02%	324
2020 Q4	$58.2K	Buy	736 +4	+0.5%	+$283	0.03%	212
2020 Q3	$44.3K	Hold	732	–	–	0.03%	211
2020 Q2	$42.3K	Hold	732	–	–	0.03%	199
2020 Q1	$33.8K	Hold	732	–	–	0.03%	193
2019 Q4	$48.8K	Buy	+732	New	+$46.5K	0.03%	178

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 22.96% 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

Financial Perspectives's VTWO Position: Q2 2026 in Review

Financial Perspectives held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 775 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #250.

Financial Perspectives first reported a position in VTWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $369K in Q1 2021. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Financial Perspectives held 775 shares of Vanguard Russell 2000 ETF worth $94K as of Q2 2026.
Financial Perspectives left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #250 holding.
Financial Perspectives first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Vanguard Russell 2000 ETF position peaked at $369K in Q1 2021.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.