Genesis Private Wealth
VTWO icon

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
Q3 		$747K Sell
6,651
-94
-1% -$11.2K 0.21% 74
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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Genesis Private Wealth's VTWO Position: Q3 2026 in Review

Genesis Private Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.4% in Q3 2026, selling an estimated $11.2K and leaving 6,651 shares worth $747K. The position accounts for 0.21% of the portfolio, ranked #74.

Genesis Private Wealth first reported a position in VTWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $819K in Q2 2026. 450 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

  • Genesis Private Wealth held 6,651 shares of Vanguard Russell 2000 ETF worth $747K as of Q3 2026.
  • Genesis Private Wealth sold 94 Vanguard Russell 2000 ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Russell 2000 ETF made up 0.21% of Genesis Private Wealth's portfolio in Q3 2026, its #74 holding.
  • Genesis Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Genesis Private Wealth's Vanguard Russell 2000 ETF position peaked at $819K in Q2 2026.
  • 450 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.