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LJI Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

LJI 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 		$7.2M Buy
59,328
+1,460
+3% +$166K 1.01% 15
2026
Q1 		$5.8M Buy
57,868
+650
+1% +$67.8K 0.93% 16
2025
Q4 		$5.69M Sell
57,218
-1,498
-3% -$149K 0.87% 18
2025
Q3 		$5.74M Sell
58,716
-5,736
-9% -$532K 1% 16
2025
Q2 		$5.62M Buy
64,452
+11,030
+21% +$897K 0.98% 16
2025
Q1 		$4.31M Buy
53,422
+3,495
+7% +$307K 0.86% 17
2024
Q4 		$4.46M Sell
49,927
-6,253
-11% -$577K 0.88% 17
2024
Q3 		$5.02M Sell
56,180
-3,274
-6% -$283K 1.03% 17
2024
Q2 		$4.87M Buy
+59,454
New +$4.86M 1.08% 16
2024
Q1 		– Sell
-54,200
Closed -$4.4M – 178
2023
Q4 		$4.4M Buy
54,200
+18,315
+51% +$1.33M 1.14% 16
2023
Q3 		$2.56M Buy
35,885
+1,533
+4% +$116K 0.74% 24
2023
Q2 		$2.6M Sell
34,352
-1,289
-4% -$92.9K 0.76% 23
2023
Q1 		$2.57M Buy
35,641
+2,372
+7% +$176K 0.81% 21
2022
Q4 		$2.34M Buy
+33,269
New +$2.39M 0.82% 22

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

LJI Wealth Management's VTWO Position: Q2 2026 in Review

LJI Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 2.5% in Q2 2026, buying an estimated $166K and bringing the position to 59,328 shares worth $7.2M. The position accounts for 1.01% of the portfolio, ranked #15.

LJI Wealth Management first reported a position in VTWO in Q4 2022 and has held it in 14 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • LJI Wealth Management held 59,328 shares of Vanguard Russell 2000 ETF worth $7.2M as of Q2 2026.
  • LJI Wealth Management bought 1,460 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $166K.
  • Vanguard Russell 2000 ETF made up 1.01% of LJI Wealth Management's portfolio in Q2 2026, its #15 holding.
  • LJI Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.