Mosaic Family Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mosaic Family Wealth Partners’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	$1.08M	Buy	8,933 +763	+9%	+$86.6K	0.07%	205
2026 Q1	$818K	Buy	8,170 +1,264	+18%	+$132K	0.08%	129
2025 Q4	$687K	Hold	6,906	–	–	0.08%	124
2025 Q3	$675K	Buy	6,906 +58	+0.8%	+$5.38K	0.08%	117
2025 Q2	$597K	Sell	6,848 -282	-4%	-$22.9K	0.08%	121
2025 Q1	$575K	Hold	7,130	–	–	0.08%	125
2024 Q4	$637K	Hold	7,130	–	–	0.09%	109
2024 Q3	$637K	Hold	7,130	–	–	0.09%	104
2024 Q2	$584K	Sell	7,130 -200	-3%	-$16.4K	0.09%	106
2024 Q1	$623K	Buy	7,330 +15	+0.2%	+$1.21K	0.1%	106
2023 Q4	$593K	Hold	7,315	–	–	0.1%	103
2023 Q3	$523K	Hold	7,315	–	–	0.1%	103
2023 Q2	$553K	Hold	7,315	–	–	0.11%	100
2023 Q1	$527K	Sell	7,315 -26	-0.4%	-$1.93K	0.11%	103
2022 Q4	$517K	Buy	+7,341	New	+$527K	0.15%	99

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

Mosaic Family Wealth Partners's VTWO Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Russell 2000 ETF (VTWO) stake by 9.3% in Q2 2026, buying an estimated $86.6K and bringing the position to 8,933 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #205.

Mosaic Family Wealth Partners first reported a position in VTWO in Q4 2022 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Mosaic Family Wealth Partners held 8,933 shares of Vanguard Russell 2000 ETF worth $1.08M as of Q2 2026.
Mosaic Family Wealth Partners bought 763 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $86.6K.
Vanguard Russell 2000 ETF made up 0.07% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #205 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.