Fort Point Capital Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Fort Point Capital Partners’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	$1.88M	Sell	15,461 -119	-0.8%	-$13.5K	0.13%	80
2026 Q1	$1.56M	Sell	15,580 -100	-0.6%	-$10.4K	0.19%	76
2025 Q4	$1.68M	Sell	15,680 -136	-0.9%	-$13.5K	0.19%	77
2025 Q3	$1.55M	Sell	15,816 -132	-0.8%	-$12.3K	0.18%	85
2025 Q2	$1.39M	Buy	15,948 +9,681	+154%	+$787K	0.1%	119
2025 Q1	$505K	Buy	+6,267	New	+$550K	0.06%	202

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

Fort Point Capital Partners's VTWO Position: Q2 2026 in Review

Fort Point Capital Partners reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.76% in Q2 2026, selling an estimated $13.5K and leaving 15,461 shares worth $1.88M. The position accounts for 0.13% of the portfolio, ranked #80.

Fort Point Capital Partners first reported a position in VTWO in Q1 2025 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Fort Point Capital Partners held 15,461 shares of Vanguard Russell 2000 ETF worth $1.88M as of Q2 2026.
Fort Point Capital Partners sold 119 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Russell 2000 ETF made up 0.13% of Fort Point Capital Partners's portfolio in Q2 2026, its #80 holding.
Fort Point Capital Partners first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.