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Kestra Private Wealth Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kestra Private Wealth Services’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 		$3.79M Sell
31,251
-595
-2% -$67.6K 0.04% 412
2026
Q1 		$3.19M Buy
31,846
+13,469
+73% +$1.4M 0.04% 428
2025
Q4 		$1.83M Buy
18,377
+778
+4% +$77.3K 0.02% 575
2025
Q3 		$1.72M Sell
17,599
-709
-4% -$65.8K 0.02% 576
2025
Q2 		$1.6M Sell
18,308
-148
-0.8% -$12K 0.02% 570
2025
Q1 		$1.49M Buy
18,456
+4,111
+29% +$361K 0.02% 541
2024
Q4 		$1.28M Sell
14,345
-4,285
-23% -$395K 0.02% 562
2024
Q3 		$1.66M Buy
18,630
+9,150
+97% +$792K 0.03% 468
2024
Q2 		$777K Sell
9,480
-24
-0.3% -$1.96K 0.02% 661
2024
Q1 		$808K Buy
9,504
+229
+2% +$18.5K 0.02% 616
2023
Q4 		$752K Buy
9,275
+190
+2% +$13.8K 0.02% 599
2023
Q3 		$649K Sell
9,085
-241
-3% -$18.3K 0.02% 580
2023
Q2 		$705K Buy
9,326
+648
+7% +$46.7K 0.02% 522
2023
Q1 		$626K Buy
8,678
+388
+5% +$28.8K 0.02% 533
2022
Q4 		$583K Buy
+8,290
New +$596K 0.03% 487

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

Kestra Private Wealth Services's VTWO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.9% in Q2 2026, selling an estimated $67.6K and leaving 31,251 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #412.

Kestra Private Wealth Services first reported a position in VTWO in Q4 2022 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Kestra Private Wealth Services held 31,251 shares of Vanguard Russell 2000 ETF worth $3.79M as of Q2 2026.
  • Kestra Private Wealth Services sold 595 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $67.6K.
  • Vanguard Russell 2000 ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #412 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.