FWG Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

FWG Investments’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 Q1	$757K	Sell	7,553 -292	-4%	-$30.4K	0.48%	56
2025 Q4	$781K	Buy	7,845 +143	+2%	+$14.2K	0.5%	56
2025 Q3	$753K	Buy	7,702 +2,599	+51%	+$241K	0.52%	54
2025 Q2	$445K	Buy	+5,103	New	+$415K	0.34%	67
2025 Q1	–	Sell	-5,363	Closed	-$479K	–	122
2024 Q4	$479K	Buy	5,363 +231	+5%	+$21.3K	0.37%	73
2024 Q3	$459K	Sell	5,132 -192	-4%	-$16.6K	0.4%	66
2024 Q2	$436K	Sell	5,324 -2,231	-30%	-$182K	0.44%	61
2024 Q1	$643K	Sell	7,555 -432	-5%	-$34.8K	0.7%	33
2023 Q4	$648K	Buy	+7,987	New	+$579K	0.8%	29

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

FWG Investments's VTWO Position: Q1 2026 in Review

FWG Investments reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.7% in Q1 2026, selling an estimated $30.4K and leaving 7,553 shares worth $757K. The position accounts for 0.48% of the portfolio, ranked #56.

FWG Investments first reported a position in VTWO in Q4 2023 and has held it in 9 quarters since. The position peaked at $781K in Q4 2025. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

FWG Investments held 7,553 shares of Vanguard Russell 2000 ETF worth $757K as of Q1 2026.
FWG Investments sold 292 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $30.4K.
Vanguard Russell 2000 ETF made up 0.48% of FWG Investments's portfolio in Q1 2026, its #56 holding.
FWG Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
FWG Investments's Vanguard Russell 2000 ETF position peaked at $781K in Q4 2025.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.