Focus Partners Wealth
VTWO icon

Focus Partners Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Focus Partners Wealth’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 		$20.1M Sell
165,195
-12,807
-7% -$1.45M 0.02% 515
2026
Q1 		$18.4M Sell
178,002
-25,394
-12% -$2.65M 0.02% 517
2025
Q4 		$20.2M Buy
203,396
+95,628
+89% +$9.51M 0.02% 484
2025
Q3 		$10.5M Sell
107,768
-1,432
-1% -$133K 0.02% 547
2025
Q2 		$9.52M Buy
109,200
+66,988
+159% +$5.45M 0.02% 510
2025
Q1 		$3.4M Buy
42,212
+984
+2% +$86.3K 0.01% 736
2024
Q4 		$3.68M Buy
41,228
+1,765
+4% +$163K 0.01% 698
2024
Q3 		$3.53M Buy
39,463
+633
+2% +$54.8K 0.01% 644
2024
Q2 		$3.18M Buy
38,830
+13,960
+56% +$1.14M 0.01% 576
2024
Q1 		$2.12M Hold
24,870
– – 0.02% 469
2023
Q4 		$2.02M Buy
+24,870
New +$1.8M 0.03% 352

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

Focus Partners Wealth's VTWO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 7.2% in Q2 2026, selling an estimated $1.45M and leaving 165,195 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #515.

Focus Partners Wealth first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.2M in Q4 2025. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Focus Partners Wealth held 165,195 shares of Vanguard Russell 2000 ETF worth $20.1M as of Q2 2026.
  • Focus Partners Wealth sold 12,807 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Russell 2000 ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #515 holding.
  • Focus Partners Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Vanguard Russell 2000 ETF position peaked at $20.2M in Q4 2025.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.