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

NewEdge Wealth’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 		$1.56M Buy
15,563
+1,483
+11% +$155K 0.02% 497
2025
Q4 		$1.4M Sell
14,080
-38
-0.3% -$3.78K 0.02% 545
2025
Q3 		$1.4M Sell
14,118
-85
-0.6% -$7.89K 0.02% 484
2025
Q2 		$1.26M Buy
14,203
+1,003
+8% +$81.6K 0.02% 481
2025
Q1 		$1.06M Sell
13,200
-88
-0.7% -$7.72K 0.02% 467
2024
Q4 		$1.19M Sell
13,288
-2,573
-16% -$237K 0.02% 450
2024
Q3 		$1.42M Buy
15,861
+3,544
+29% +$307K 0.03% 409
2024
Q2 		$1.01M Buy
12,317
+175
+1% +$14.3K 0.02% 420
2024
Q1 		$982K Hold
12,142
– – 0.02% 434
2023
Q4 		$985K Buy
+12,142
New +$879K 0.03% 402

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 Wealth's VTWO Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Russell 2000 ETF (VTWO) stake by 11% in Q1 2026, buying an estimated $155K and bringing the position to 15,563 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #497.

NewEdge Wealth first reported a position in VTWO in Q4 2023 and has held it in 10 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • NewEdge Wealth held 15,563 shares of Vanguard Russell 2000 ETF worth $1.56M as of Q1 2026.
  • NewEdge Wealth bought 1,483 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $155K.
  • Vanguard Russell 2000 ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #497 holding.
  • NewEdge Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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