LifeWealth Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

LifeWealth Investments’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	$7.39M	Buy	60,828 +2,922	+5%	+$332K	1.97%	14
2026 Q1	$5.8M	Buy	57,906 +8,613	+17%	+$898K	1.73%	17
2025 Q4	$4.91M	Buy	49,293 +3,871	+9%	+$385K	1.55%	18
2025 Q3	$4.44M	Buy	45,422 +16,666	+58%	+$1.55M	1.46%	21
2025 Q2	$2.51M	Buy	28,756 +8,393	+41%	+$683K	0.91%	33
2025 Q1	$1.64M	Buy	20,363 +7,343	+56%	+$644K	0.79%	40
2024 Q4	$1.16M	Buy	+13,020	New	+$1.2M	0.77%	40

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

LifeWealth Investments's VTWO Position: Q2 2026 in Review

LifeWealth Investments increased its Vanguard Russell 2000 ETF (VTWO) stake by 5% in Q2 2026, buying an estimated $332K and bringing the position to 60,828 shares worth $7.39M. The position accounts for 1.97% of the portfolio, ranked #14.

LifeWealth Investments first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

LifeWealth Investments held 60,828 shares of Vanguard Russell 2000 ETF worth $7.39M as of Q2 2026.
LifeWealth Investments bought 2,922 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $332K.
Vanguard Russell 2000 ETF made up 1.97% of LifeWealth Investments's portfolio in Q2 2026, its #14 holding.
LifeWealth Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.