North Star Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

North Star Investment Management’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	$517K	Buy	4,256 +5	+0.1%	+$568	0.03%	382
2026 Q1	$426K	Buy	4,251 +96	+2%	+$10K	0.03%	405
2025 Q4	$413K	Buy	4,155 +130	+3%	+$12.9K	0.03%	352
2025 Q3	$394K	Buy	4,025 +6	+0.1%	+$557	0.03%	342
2025 Q2	$351K	Buy	4,019 +1,904	+90%	+$155K	0.02%	344
2025 Q1	$171K	Buy	2,115 +790	+60%	+$69.3K	0.01%	432
2024 Q4	$118K	Buy	1,325 +54	+4%	+$4.98K	0.01%	481
2024 Q3	$114K	Buy	1,271 +8	+0.6%	+$692	0.01%	481
2024 Q2	$103K	Buy	1,263 +60	+5%	+$4.91K	0.01%	491
2024 Q1	$102K	Buy	+1,203	New	+$97K	0.01%	502

Other funds holding VTWO

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

North Star Investment Management's VTWO Position: Q2 2026 in Review

North Star Investment Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.12% in Q2 2026, buying an estimated $568 and bringing the position to 4,256 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #382.

North Star Investment Management first reported a position in VTWO in Q1 2024 and has held it in 10 quarters since. 298 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

North Star Investment Management held 4,256 shares of Vanguard Russell 2000 ETF worth $517K as of Q2 2026.
North Star Investment Management bought 5 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $568.
Vanguard Russell 2000 ETF made up 0.03% of North Star Investment Management's portfolio in Q2 2026, its #382 holding.
North Star Investment Management first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
298 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.