Lake Street Private Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lake Street Private Wealth’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	$872K	Sell	7,183 -377	-5%	-$42.8K	0.1%	132
2026 Q1	$757K	Buy	7,560 +2	+0%	+$209	0.1%	135
2025 Q4	$752K	Buy	+7,558	New	+$751K	0.09%	139

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

Lake Street Private Wealth's VTWO Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 5% in Q2 2026, selling an estimated $42.8K and leaving 7,183 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #132.

Lake Street Private Wealth first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Lake Street Private Wealth held 7,183 shares of Vanguard Russell 2000 ETF worth $872K as of Q2 2026.
Lake Street Private Wealth sold 377 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $42.8K.
Vanguard Russell 2000 ETF made up 0.1% of Lake Street Private Wealth's portfolio in Q2 2026, its #132 holding.
Lake Street Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.