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HM Payson & Co’s Vanguard Russell 2000 ETF VTWO Stock Holding History

HM Payson & Co’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 		$70.4K Sell
580
-5
-0.9% -$568 ﹤0.01% 638
2026
Q1 		$58.6K Hold
585
– – ﹤0.01% 659
2025
Q4 		$58.2K Hold
585
– – ﹤0.01% 668
2025
Q3 		$57.2K Buy
+585
New +$54.3K ﹤0.01% 660

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

HM Payson & Co's VTWO Position: Q2 2026 in Review

HM Payson & Co reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.85% in Q2 2026, selling an estimated $568 and leaving 580 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

HM Payson & Co first reported a position in VTWO in Q3 2025 and has held it in 4 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • HM Payson & Co held 580 shares of Vanguard Russell 2000 ETF worth $70.4K as of Q2 2026.
  • HM Payson & Co sold 5 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $568.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #638 holding.
  • HM Payson & Co first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.