Novem Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Novem Group’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	$2.27M	Sell	18,659 -3,400	-15%	-$386K	0.23%	95
2026 Q1	$2.21M	Sell	22,059 -31	-0.1%	-$3.23K	0.25%	83
2025 Q4	$2.2M	Sell	22,090 -600	-3%	-$59.6K	0.25%	80
2025 Q3	$2.22M	Sell	22,690 -180	-0.8%	-$16.7K	0.26%	83
2025 Q2	$1.99M	Sell	22,870 -33,552	-59%	-$2.73M	0.25%	81
2025 Q1	$4.55M	Buy	56,422 +813	+1%	+$71.3K	0.64%	36
2024 Q4	$4.97M	Buy	+55,609	New	+$5.13M	0.72%	31

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Novem Group's VTWO Position: Q2 2026 in Review

Novem Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, selling an estimated $386K and leaving 18,659 shares worth $2.27M. The position accounts for 0.23% of the portfolio, ranked #95.

Novem Group first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.97M in Q4 2024. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Novem Group held 18,659 shares of Vanguard Russell 2000 ETF worth $2.27M as of Q2 2026.
Novem Group sold 3,400 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $386K.
Vanguard Russell 2000 ETF made up 0.23% of Novem Group's portfolio in Q2 2026, its #95 holding.
Novem Group first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's Vanguard Russell 2000 ETF position peaked at $4.97M in Q4 2024.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.