Pension & Wealth Management Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Pension & Wealth Management Advisors’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	$741K	Sell	6,104 -129	-2%	-$14.6K	0.2%	78
2026 Q1	$624K	Sell	6,233 -780	-11%	-$81.3K	0.19%	86
2025 Q4	$698K	Sell	7,013 -6,691	-49%	-$665K	0.21%	75
2025 Q3	$1.34M	Buy	13,704 +1	+0%	+$93	0.42%	42
2025 Q2	$1.2M	Buy	13,703 +1	+0%	+$81	0.4%	41
2025 Q1	$1.11M	Buy	13,702 +4,664	+52%	+$409K	0.41%	42
2024 Q4	$807K	Buy	+9,038	New	+$834K	0.32%	48

Other funds holding VTWO

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Pension & Wealth Management Advisors's VTWO Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.1% in Q2 2026, selling an estimated $14.6K and leaving 6,104 shares worth $741K. The position accounts for 0.2% of the portfolio, ranked #78.

Pension & Wealth Management Advisors first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 715 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Pension & Wealth Management Advisors held 6,104 shares of Vanguard Russell 2000 ETF worth $741K as of Q2 2026.
Pension & Wealth Management Advisors sold 129 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $14.6K.
Vanguard Russell 2000 ETF made up 0.2% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #78 holding.
Pension & Wealth Management Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's Vanguard Russell 2000 ETF position peaked at $1.34M in Q3 2025.
715 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.