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Keudell/Morrison Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Keudell/Morrison 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 		$316K Sell
2,606
-58
-2% -$6.59K 0.06% 188
2026
Q1 		$267K Buy
2,664
+221
+9% +$23K 0.05% 195
2025
Q4 		$243K Buy
+2,443
New +$243K 0.05% 205
2025
Q2 		$206K Sell
2,358
-2,085
-47% -$170K 0.05% 215
2025
Q1 		$358K Buy
+4,443
New +$390K 0.08% 143

Other funds holding VTWO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Keudell/Morrison Wealth Management's VTWO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.2% in Q2 2026, selling an estimated $6.59K and leaving 2,606 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #188.

Keudell/Morrison Wealth Management first reported a position in VTWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2025. 113 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,606 shares of Vanguard Russell 2000 ETF worth $316K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 58 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Russell 2000 ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Keudell/Morrison Wealth Management's Vanguard Russell 2000 ETF position peaked at $358K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.