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Golden State Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Golden State Wealth Management’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 		$509K Sell
4,191
-1,432
-25% -$163K 0.05% 276
2026
Q1 		$563K Buy
5,623
+62
+1% +$6.46K 0.06% 235
2025
Q4 		$554K Buy
5,561
+26
+0.5% +$2.58K 0.06% 235
2025
Q3 		$542K Sell
5,535
-83
-1% -$7.7K 0.06% 230
2025
Q2 		$490K Buy
5,618
+84
+2% +$6.83K 0.06% 241
2025
Q1 		$446K Buy
5,534
+256
+5% +$22.5K 0.07% 219
2024
Q4 		$472K Buy
+5,278
New +$487K 0.07% 204
2022
Q1 		$407K Buy
4,916
+335
+7% +$27.6K 0.08% 200
2021
Q4 		$411K Buy
4,581
+392
+9% +$35.8K 0.07% 243
2021
Q3 		$370K Buy
4,189
+87
+2% +$7.79K 0.08% 200
2021
Q2 		$380K Hold
4,102
– – 0.08% 198
2021
Q1 		$365K Buy
4,102
+6
+0.1% +$529 0.12% 128
2020
Q4 		$324K Buy
4,096
+18
+0.4% +$1.27K 0.09% 168
2020
Q3 		$247K Sell
4,078
-4,748
-54% -$288K 0.08% 170
2020
Q2 		$537K Buy
8,826
+2,076
+31% +$110K 0.17% 98
2020
Q1 		$311K Buy
+6,750
New +$404K 0.14% 111
2019
Q4 		– Sell
-3,050
Closed -$186K – 941
2019
Q3 		$186K Hold
3,050
– – 0.06% 215
2019
Q2 		$190K Hold
3,050
– – 0.06% 232
2019
Q1 		$188K Buy
+3,050
New +$184K 0.06% 238

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

Golden State Wealth Management's VTWO Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 25% in Q2 2026, selling an estimated $163K and leaving 4,191 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #276.

Golden State Wealth Management first reported a position in VTWO in Q1 2019 and has held it in 19 quarters since. The position peaked at $563K in Q1 2026. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Golden State Wealth Management held 4,191 shares of Vanguard Russell 2000 ETF worth $509K as of Q2 2026.
  • Golden State Wealth Management sold 1,432 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Russell 2000 ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Golden State Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Vanguard Russell 2000 ETF position peaked at $563K in Q1 2026.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.