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

HighMark 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	$19K	Hold	157	–	–	0.01%	256
2026 Q1	$15.7K	Hold	157	–	–	0.01%	245
2025 Q4	$15.6K	Buy	157 +1	+0.6%	+$99	0.01%	267
2025 Q3	$15.3K	Hold	156	–	–	0.01%	259
2025 Q2	$13.6K	Buy	156 +1	+0.6%	+$81	0.01%	266
2025 Q1	$12.5K	Hold	155	–	–	0.01%	249
2024 Q4	$13.8K	Buy	155 +1	+0.6%	+$92	0.01%	245
2024 Q3	$13.8K	Buy	154 +1	+0.7%	+$87	0.01%	247
2024 Q2	$12.6K	Hold	153	–	–	0.01%	246
2024 Q1	$13K	Hold	153	–	–	0.01%	240
2023 Q4	$12.4K	Buy	153 +1	+0.7%	+$72	0.01%	240
2023 Q3	$10.9K	Buy	152 +1	+0.7%	+$76	0.01%	250
2023 Q2	$11.4K	Hold	151	–	–	0.01%	241
2023 Q1	$10.9K	Buy	151 +1	+0.7%	+$74	0.01%	286
2022 Q4	$10.6K	Buy	150 +1	+0.7%	+$72	0.01%	244
2022 Q3	$10K	Buy	149 +1	+0.7%	+$74	0.01%	252
2022 Q2	$10K	Hold	148	–	–	0.01%	252
2022 Q1	$12K	Hold	148	–	–	0.01%	245
2021 Q4	$13K	Buy	148 +69	+87%	+$6.3K	0.01%	227
2021 Q3	$7K	Hold	79	–	–	0.01%	310
2021 Q2	$7K	Buy	79 +23	+41%	+$2.09K	0.01%	318
2021 Q1	$5K	Buy	+56	New	+$4.94K	﹤0.01%	345

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

HighMark Wealth Management's VTWO Position: Q2 2026 in Review

HighMark Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 157 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #256.

HighMark Wealth Management first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

HighMark Wealth Management held 157 shares of Vanguard Russell 2000 ETF worth $19K as of Q2 2026.
HighMark Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #256 holding.
HighMark Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.