NBT Bank’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NBT Bank’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 Q1	$96.8K	Buy	966 +568	+143%	+$59.2K	0.01%	434
2025 Q4	$90.4K	Buy	398 +105	+36%	+$10.4K	0.01%	443
2025 Q3	$56.9K	Sell	293 -286	-49%	-$26.5K	﹤0.01%	488
2025 Q2	$50.5K	Buy	579 +1	+0.2%	+$81	﹤0.01%	503
2025 Q1	$46.6K	Buy	578 +2	+0.3%	+$175	﹤0.01%	501
2024 Q4	$51.5K	Buy	576 +38	+7%	+$3.51K	﹤0.01%	500
2024 Q3	$48.1K	Buy	538 +3	+0.6%	+$260	﹤0.01%	526
2024 Q2	$43.5K	Hold	535	–	–	﹤0.01%	406
2024 Q1	$45.5K	Buy	535 +98	+22%	+$7.9K	﹤0.01%	409
2023 Q4	$35.5K	Buy	+437	New	+$31.7K	﹤0.01%	411
2015 Q3	–	Sell	-14,860	Closed	-$744K	–	200
2015 Q2	$744K	Hold	14,860	–	–	0.12%	126
2015 Q1	$740K	Hold	14,860	–	–	0.12%	127
2014 Q4	$710K	Hold	14,860	–	–	0.11%	129
2014 Q3	$654K	Hold	14,860	–	–	0.1%	133
2014 Q2	$706K	Hold	14,860	–	–	0.11%	133
2014 Q1	$692K	Hold	14,860	–	–	0.1%	134
2013 Q4	$684K	Hold	14,860	–	–	0.1%	135
2013 Q3	$637K	Hold	14,860	–	–	0.09%	138
2013 Q2	$578K	Buy	+14,860	New	+$566K	0.09%	140

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

NBT Bank's VTWO Position: Q1 2026 in Review

NBT Bank increased its Vanguard Russell 2000 ETF (VTWO) stake by 143% in Q1 2026, buying an estimated $59.2K and bringing the position to 966 shares worth $96.8K. The position accounts for 0.01% of the portfolio, ranked #434.

NBT Bank first reported a position in VTWO in Q2 2013 and has held it in 19 quarters since. The position peaked at $744K in Q2 2015. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

NBT Bank held 966 shares of Vanguard Russell 2000 ETF worth $96.8K as of Q1 2026.
NBT Bank bought 568 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $59.2K.
Vanguard Russell 2000 ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #434 holding.
NBT Bank first reported a position in Vanguard Russell 2000 ETF in Q2 2013 and has held it in 19 quarters since.
NBT Bank's Vanguard Russell 2000 ETF position peaked at $744K in Q2 2015.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.