Global Wealth Strategies & Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-2,043	Closed	-$205K	–	468
2026 Q1	$205K	Sell	2,043 -447	-18%	-$46.6K	0.05%	79
2025 Q4	$248K	Sell	2,490 -1,080	-30%	-$107K	0.06%	64
2025 Q3	$349K	Sell	3,570 -39,019	-92%	-$3.62M	0.09%	55
2025 Q2	$3.71M	Sell	42,589 -97,605	-70%	-$7.94M	1.06%	13
2025 Q1	$11.3M	Buy	140,194 +6,683	+5%	+$586K	3.43%	5
2024 Q4	$11.9M	Buy	133,511 +8,022	+6%	+$740K	3.73%	5
2024 Q3	$11.2M	Buy	125,489 +35,620	+40%	+$3.08M	3.68%	5
2024 Q2	$7.37M	Buy	89,869 +21,199	+31%	+$1.73M	2.64%	8
2024 Q1	$5.84M	Buy	+68,670	New	+$5.53M	2.2%	11

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 22.96% 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

Global Wealth Strategies & Associates's VTWO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 2,043 shares — an estimated $205K sold.

Global Wealth Strategies & Associates first reported a position in VTWO in Q1 2024 and held it in 9 quarters. The position peaked at $11.9M in Q4 2024. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 2,043 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $205K.
Global Wealth Strategies & Associates first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 9 quarters.
Global Wealth Strategies & Associates's Vanguard Russell 2000 ETF position peaked at $11.9M in Q4 2024.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.