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Genesis Private Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Genesis Private 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 		$819K Buy
6,745
+501
+8% +$56.9K 0.23% 70
2026
Q1 		$625K Buy
6,244
+237
+4% +$24.7K 0.2% 75
2025
Q4 		$598K Buy
+6,007
New +$597K 0.19% 77

Other funds holding VTWO

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Genesis Private Wealth's VTWO Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Russell 2000 ETF (VTWO) stake by 8% in Q2 2026, buying an estimated $56.9K and bringing the position to 6,745 shares worth $819K. The position accounts for 0.23% of the portfolio, ranked #70.

Genesis Private Wealth first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Genesis Private Wealth held 6,745 shares of Vanguard Russell 2000 ETF worth $819K as of Q2 2026.
  • Genesis Private Wealth bought 501 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $56.9K.
  • Vanguard Russell 2000 ETF made up 0.23% of Genesis Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Genesis Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.