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 Q2	$881K	Sell	7,259 -294	-4%	-$33.4K	0.47%	54
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 $1.55T 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 22.9% 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

FWG Investments's VTWO Position: Q2 2026 in Review

FWG Investments reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.9% in Q2 2026, selling an estimated $33.4K and leaving 7,259 shares worth $881K. The position accounts for 0.47% of the portfolio, ranked #54.

FWG Investments first reported a position in VTWO in Q4 2023 and has held it in 10 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

FWG Investments held 7,259 shares of Vanguard Russell 2000 ETF worth $881K as of Q2 2026.
FWG Investments sold 294 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $33.4K.
Vanguard Russell 2000 ETF made up 0.47% of FWG Investments's portfolio in Q2 2026, its #54 holding.
FWG Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.