N.E.W. Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

N.E.W. Advisory Services’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	$18.5K	Hold	152	–	–	﹤0.01%	551
2026 Q1	$15.2K	Buy	152 +1	+0.7%	+$104	﹤0.01%	551
2025 Q4	$15.1K	Buy	+151	New	+$15K	﹤0.01%	549
2025 Q2	–	Sell	-301	Closed	-$24.2K	–	916
2025 Q1	$24.2K	Buy	+301	New	+$26.4K	﹤0.01%	468

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

N.E.W. Advisory Services's VTWO Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 152 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

N.E.W. Advisory Services first reported a position in VTWO in Q1 2025 and has held it in 4 quarters since. The position peaked at $24.2K in Q1 2025. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

N.E.W. Advisory Services held 152 shares of Vanguard Russell 2000 ETF worth $18.5K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #551 holding.
N.E.W. Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's Vanguard Russell 2000 ETF position peaked at $24.2K in Q1 2025.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.