NBC Securities’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NBC Securities’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	$893K	Buy	7,354 +2,111	+40%	+$240K	0.06%	329
2026 Q1	$525K	Buy	5,243 +1,041	+25%	+$109K	0.04%	486
2025 Q4	$418K	Buy	4,202 +2,187	+109%	+$217K	0.03%	568
2025 Q3	$197K	Buy	2,015 +1,389	+222%	+$129K	0.02%	845
2025 Q2	$54K	Sell	626 -64	-9%	-$5.21K	﹤0.01%	1290
2025 Q1	$55K	Buy	+690	New	+$60.5K	﹤0.01%	1135
2024 Q4	–	Sell	-130	Closed	-$11K	–	2076
2024 Q3	$11K	Hold	130	–	–	﹤0.01%	1712
2024 Q2	$10K	Hold	130	–	–	﹤0.01%	1696
2024 Q1	$11K	Sell	130 -170	-57%	-$13.7K	﹤0.01%	1707
2023 Q4	$24K	Sell	300 -200	-40%	-$14.5K	﹤0.01%	1412
2023 Q3	$35K	Buy	+500	New	+$37.9K	﹤0.01%	1246

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

NBC Securities's VTWO Position: Q2 2026 in Review

NBC Securities increased its Vanguard Russell 2000 ETF (VTWO) stake by 40% in Q2 2026, buying an estimated $240K and bringing the position to 7,354 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #329.

NBC Securities first reported a position in VTWO in Q3 2023 and has held it in 11 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

NBC Securities held 7,354 shares of Vanguard Russell 2000 ETF worth $893K as of Q2 2026.
NBC Securities bought 2,111 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $240K.
Vanguard Russell 2000 ETF made up 0.06% of NBC Securities's portfolio in Q2 2026, its #329 holding.
NBC Securities first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.