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Legacy Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legacy Advisors’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
Q1 		$1.11M Sell
11,067
-110
-1% -$11.5K 0.13% 96
2025
Q4 		$1.11M Sell
11,177
-2,198
-16% -$219K 0.12% 100
2025
Q3 		$1.31M Buy
+13,375
New +$1.24M 0.16% 84
2022
Q3 		– Sell
-231,596
Closed -$15.9M – 241
2022
Q2 		$15.9M Buy
231,596
+16,914
+8% +$1.26M 3.34% 3
2022
Q1 		$17.8M Buy
214,682
+25,601
+14% +$2.11M 3.45% 3
2021
Q4 		$17M Buy
189,081
+16,278
+9% +$1.49M 6.23% 2
2021
Q3 		$15.3M Buy
172,803
+22,796
+15% +$2.04M 6.12% 2
2021
Q2 		$13.9M Buy
150,007
+14,613
+11% +$1.33M 5.64% 3
2021
Q1 		$12.1M Buy
135,394
+19,546
+17% +$1.72M 5.33% 3
2020
Q4 		$9.17M Buy
115,848
+80,698
+230% +$5.7M 5.21% 2
2020
Q3 		$2.13M Buy
35,150
+1,150
+3% +$69.7K 1.4% 18
2020
Q2 		$1.96M Sell
34,000
-570
-2% -$30.1K 1.56% 20
2020
Q1 		$1.59M Buy
34,570
+3,890
+13% +$233K 1.6% 20
2019
Q4 		$2.04M Buy
30,680
+3,808
+14% +$242K 1.3% 19
2019
Q3 		$1.64M Buy
26,872
+4,470
+20% +$275K 1.23% 24
2019
Q2 		$1.4M Sell
22,402
-15,454
-41% -$958K 0.95% 26
2019
Q1 		$2.33M Buy
37,856
+20,846
+123% +$1.26M 0.76% 35
2018
Q4 		$913K Buy
17,010
+3,016
+22% +$181K 0.69% 36
2018
Q3 		$950K Buy
13,994
+3,234
+30% +$219K 0.47% 65
2018
Q2 		$708K Buy
10,760
+136
+1% +$8.74K 0.53% 39
2018
Q1 		$657K Buy
10,624
+964
+10% +$59.7K 0.49% 41
2017
Q4 		$590K Buy
9,660
+5,004
+107% +$302K 0.58% 30
2017
Q3 		$277K Buy
+4,656
New +$263K 0.31% 40

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Legacy Advisors's VTWO Position: Q1 2026 in Review

Legacy Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.98% in Q1 2026, selling an estimated $11.5K and leaving 11,067 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #96.

Legacy Advisors first reported a position in VTWO in Q3 2017 and has held it in 23 quarters since. The position peaked at $17.8M in Q1 2022. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Legacy Advisors held 11,067 shares of Vanguard Russell 2000 ETF worth $1.11M as of Q1 2026.
  • Legacy Advisors sold 110 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $11.5K.
  • Vanguard Russell 2000 ETF made up 0.13% of Legacy Advisors's portfolio in Q1 2026, its #96 holding.
  • Legacy Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2017 and has held it in 23 quarters since.
  • Legacy Advisors's Vanguard Russell 2000 ETF position peaked at $17.8M in Q1 2022.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.