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Global Wealth Management Investment Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Global Wealth Management Investment Advisory’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 		$672K Sell
5,539
-134
-2% -$15.2K 0.1% 119
2026
Q1 		$568K Sell
5,673
-280
-5% -$29.2K 0.09% 118
2025
Q4 		$592K Sell
5,953
-354
-6% -$35.2K 0.09% 119
2025
Q3 		$617K Buy
6,307
+1,849
+41% +$172K 0.1% 120
2025
Q2 		$389K Buy
4,458
+237
+6% +$19.3K 0.07% 122
2025
Q1 		$340K Sell
4,221
-411
-9% -$36.1K 0.07% 119
2024
Q4 		$414K Sell
4,632
-250
-5% -$23.1K 0.09% 120
2024
Q3 		$436K Buy
4,882
+146
+3% +$12.6K 0.09% 119
2024
Q2 		$388K Sell
4,736
-1,914
-29% -$156K 0.09% 119
2024
Q1 		$566K Sell
6,650
-828
-11% -$66.7K 0.14% 106
2023
Q4 		$606K Sell
7,478
-3,521
-32% -$255K 0.16% 106
2023
Q3 		$786K Sell
10,999
-909
-8% -$69K 0.22% 97
2023
Q2 		$900K Sell
11,908
-394
-3% -$28.4K 0.25% 97
2023
Q1 		$887K Sell
12,302
-1,309
-10% -$97.3K 0.27% 93
2022
Q4 		$958K Buy
13,611
+56
+0.4% +$4.02K 0.31% 78
2022
Q3 		$903K Sell
13,555
-895
-6% -$65.9K 0.32% 81
2022
Q2 		$988K Sell
14,450
-8,950
-38% -$666K 0.33% 75
2022
Q1 		$1.94M Sell
23,400
-2,201
-9% -$181K 0.58% 62
2021
Q4 		$2.3M Sell
25,601
-2,229
-8% -$204K 0.69% 52
2021
Q3 		$2.46M Sell
27,830
-1,853
-6% -$166K 0.78% 48
2021
Q2 		$2.75M Sell
29,683
-269
-0.9% -$24.4K 0.91% 36
2021
Q1 		$2.67M Sell
29,952
-2,368
-7% -$209K 0.96% 34
2020
Q4 		$2.56M Sell
32,320
-6,752
-17% -$477K 0.99% 32
2020
Q3 		$2.36M Sell
39,072
-1,680
-4% -$102K 1.02% 30
2020
Q2 		$2.35M Buy
+40,752
New +$2.16M 1% 33

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Global Wealth Management Investment Advisory's VTWO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.4% in Q2 2026, selling an estimated $15.2K and leaving 5,539 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #119.

Global Wealth Management Investment Advisory first reported a position in VTWO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.75M in Q2 2021. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Global Wealth Management Investment Advisory held 5,539 shares of Vanguard Russell 2000 ETF worth $672K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 134 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard Russell 2000 ETF made up 0.1% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #119 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Global Wealth Management Investment Advisory's Vanguard Russell 2000 ETF position peaked at $2.75M in Q2 2021.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.