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

MASECO 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	$380K	Sell	3,131 -569	-15%	-$64.6K	0.01%	94
2026 Q1	$371K	Buy	3,700 +9	+0.2%	+$938	0.01%	88
2025 Q4	$367K	Sell	3,691 -85	-2%	-$8.45K	0.02%	74
2025 Q3	$369K	Buy	3,776 +13	+0.3%	+$1.21K	0.02%	43
2025 Q2	$328K	Buy	+3,763	New	+$306K	0.01%	87

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 22.9% 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

MASECO Private Wealth's VTWO Position: Q2 2026 in Review

MASECO Private Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, selling an estimated $64.6K and leaving 3,131 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #94.

MASECO Private Wealth first reported a position in VTWO in Q2 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

MASECO Private Wealth held 3,131 shares of Vanguard Russell 2000 ETF worth $380K as of Q2 2026.
MASECO Private Wealth sold 569 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $64.6K.
Vanguard Russell 2000 ETF made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #94 holding.
MASECO Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.