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

Institute for 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	$538K	Sell	4,434 -659	-13%	-$74.8K	0.05%	311
2026 Q1	$510K	Buy	5,093 +27	+0.5%	+$2.81K	0.05%	314
2025 Q4	$504K	Hold	5,066	–	–	0.05%	314
2025 Q3	$496K	Hold	5,066	–	–	0.05%	328
2025 Q2	$442K	Hold	5,066	–	–	0.05%	339
2025 Q1	$409K	Hold	5,066	–	–	0.05%	340
2024 Q4	$453K	Hold	5,066	–	–	0.06%	306
2024 Q3	$453K	Hold	5,066	–	–	0.06%	319
2024 Q2	$415K	Buy	+5,066	New	+$414K	0.06%	318

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

Institute for Wealth Management's VTWO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 13% in Q2 2026, selling an estimated $74.8K and leaving 4,434 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #311.

Institute for Wealth Management first reported a position in VTWO in Q2 2024 and has held it in 9 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Institute for Wealth Management held 4,434 shares of Vanguard Russell 2000 ETF worth $538K as of Q2 2026.
Institute for Wealth Management sold 659 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $74.8K.
Vanguard Russell 2000 ETF made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #311 holding.
Institute for Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.