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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
Q2 		$1.83M Sell
15,085
-478
-3% -$54.3K 0.02% 486
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NewEdge Wealth's VTWO Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.1% in Q2 2026, selling an estimated $54.3K and leaving 15,085 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #486.

NewEdge Wealth first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • NewEdge Wealth held 15,085 shares of Vanguard Russell 2000 ETF worth $1.83M as of Q2 2026.
  • NewEdge Wealth sold 478 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $54.3K.
  • Vanguard Russell 2000 ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #486 holding.
  • NewEdge Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.