First Western Trust Bank’s Vanguard Russell 2000 ETF VTWO Stock Holding History

First Western Trust Bank’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	$11M	Sell	90,853 -1,503	-2%	-$171K	0.54%	17
2026 Q1	$9.25M	Buy	92,356 +5,453	+6%	+$569K	0.47%	19
2025 Q4	$8.65M	Buy	86,903 +1,483	+2%	+$147K	0.43%	18
2025 Q3	$8.36M	Sell	85,420 -5,018	-6%	-$466K	0.38%	20
2025 Q2	$7.89M	Buy	90,438 +18,670	+26%	+$1.52M	0.35%	20
2025 Q1	$5.79M	Buy	71,768 +2,383	+3%	+$209K	0.28%	26
2024 Q4	$6.2M	Buy	69,385 +2,961	+4%	+$273K	0.29%	25
2024 Q3	$5.94M	Sell	66,424 -1,087	-2%	-$94K	0.27%	32
2024 Q2	$5.53M	Sell	67,511 -2,943	-4%	-$241K	0.26%	34
2024 Q1	$5.99M	Sell	70,454 -2,900	-4%	-$234K	0.27%	35
2023 Q4	$5.95M	Buy	73,354 +15,698	+27%	+$1.14M	0.3%	35
2023 Q3	$4.12M	Sell	57,656 -8,192	-12%	-$622K	0.22%	44
2023 Q2	$4.98M	Sell	65,848 -26,620	-29%	-$1.92M	0.24%	43
2023 Q1	$6.67M	Sell	92,468 -8,371	-8%	-$622K	0.35%	31
2022 Q4	$7.1M	Buy	100,839 +5,488	+6%	+$394K	0.41%	29
2022 Q3	$6.35M	Sell	95,351 -35,024	-27%	-$2.58M	0.43%	27
2022 Q2	$8.98M	Buy	130,375 +44,858	+52%	+$3.34M	0.6%	16
2022 Q1	$7.17M	Buy	+85,517	New	+$7.03M	0.37%	34

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

First Western Trust Bank's VTWO Position: Q2 2026 in Review

First Western Trust Bank reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.6% in Q2 2026, selling an estimated $171K and leaving 90,853 shares worth $11M. The position accounts for 0.54% of the portfolio, ranked #17.

First Western Trust Bank first reported a position in VTWO in Q1 2022 and has held it in 18 quarters since. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

First Western Trust Bank held 90,853 shares of Vanguard Russell 2000 ETF worth $11M as of Q2 2026.
First Western Trust Bank sold 1,503 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $171K.
Vanguard Russell 2000 ETF made up 0.54% of First Western Trust Bank's portfolio in Q2 2026, its #17 holding.
First Western Trust Bank first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.