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NWAM LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NWAM LLC’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 		$246K Buy
+2,029
New +$230K 0.01% 617
2025
Q4 		– Sell
-2,107
Closed -$211K – 680
2025
Q3 		$211K Buy
+2,107
New +$196K 0.01% 601
2025
Q1 		– Sell
-2,393
Closed -$214K – 611
2024
Q4 		$214K Sell
2,393
-1,947
-45% -$180K 0.01% 558
2024
Q3 		$388K Buy
+4,340
New +$375K 0.02% 429

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

NWAM LLC's VTWO Position: Q2 2026 in Review

NWAM LLC opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 2,029 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: NWAM LLC previously reported a position in VTWO as recently as Q3 2025.

NWAM LLC first reported a position in VTWO in Q3 2024 and has held it in 4 quarters since. The position peaked at $388K in Q3 2024. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • NWAM LLC held 2,029 shares of Vanguard Russell 2000 ETF worth $246K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new NWAM LLC position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #617 holding.
  • NWAM LLC first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 4 quarters since.
  • NWAM LLC's Vanguard Russell 2000 ETF position peaked at $388K in Q3 2024.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.