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NewEdge Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NewEdge Advisors’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 		$4.21M Sell
42,027
-389
-0.9% -$40.6K 0.02% 766
2025
Q4 		$4.22M Buy
42,416
+24,997
+144% +$2.48M 0.02% 732
2025
Q3 		$1.7M Buy
17,419
+4,550
+35% +$422K 0.01% 1098
2025
Q2 		$1.12M Buy
12,869
+2,783
+28% +$226K 0.01% 1218
2025
Q1 		$813K Sell
10,086
-25
-0.2% -$2.19K ﹤0.01% 1300
2024
Q4 		$903K Buy
10,111
+2,299
+29% +$212K 0.01% 1212
2024
Q3 		$698K Buy
7,812
+930
+14% +$80.5K ﹤0.01% 1278
2024
Q2 		$564K Buy
6,882
+5,320
+341% +$435K ﹤0.01% 1341
2024
Q1 		$133K Sell
1,562
-450
-22% -$36.3K ﹤0.01% 1978
2023
Q4 		$163K Buy
2,012
+548
+37% +$39.7K ﹤0.01% 1778
2023
Q3 		$105K Hold
1,464
– – ﹤0.01% 1819
2023
Q2 		$111K Sell
1,464
-106
-7% -$7.64K ﹤0.01% 1821
2023
Q1 		$113K Sell
1,570
-175
-10% -$13K ﹤0.01% 1707
2022
Q4 		$13.1K Buy
+1,745
New +$125K ﹤0.01% 2280
2017
Q3 		– Sell
-1,048
Closed -$58.9K – 1115
2017
Q2 		$58.9K Buy
+1,048
New +$58.2K 0.01% 503

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

NewEdge Advisors's VTWO Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.92% in Q1 2026, selling an estimated $40.6K and leaving 42,027 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #766.

NewEdge Advisors first reported a position in VTWO in Q2 2017 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • NewEdge Advisors held 42,027 shares of Vanguard Russell 2000 ETF worth $4.21M as of Q1 2026.
  • NewEdge Advisors sold 389 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $40.6K.
  • Vanguard Russell 2000 ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #766 holding.
  • NewEdge Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Vanguard Russell 2000 ETF position peaked at $4.22M in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.