PFW Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

PFW 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	$2.33M	Sell	19,183 -64	-0.3%	-$7.27K	0.68%	29
2026 Q1	$1.93M	Hold	19,247	–	–	0.61%	36
2025 Q4	$1.92M	Sell	19,247 -48	-0.2%	-$4.77K	0.58%	38
2025 Q3	$1.89M	Sell	19,295 -46	-0.2%	-$4.27K	0.56%	40
2025 Q2	$1.69M	Sell	19,341 -7,131	-27%	-$580K	0.52%	43
2025 Q1	$2.13M	Sell	26,472 -85	-0.3%	-$7.46K	0.67%	39
2024 Q4	$2.37M	Buy	+26,557	New	+$2.45M	0.73%	33
2024 Q2	$2.42M	Sell	29,527 -199	-0.7%	-$16.3K	0.77%	27
2024 Q1	$2.53M	Buy	29,726 +119	+0.4%	+$9.59K	0.77%	27
2023 Q4	$2.4M	Buy	29,607 +595	+2%	+$43.1K	0.77%	25
2023 Q3	$2.07M	Buy	29,012 +6	+0%	+$455	0.73%	32
2023 Q2	$2.24M	Buy	+29,006	New	+$2.09M	0.75%	29
2019 Q3	$2.39M	Buy	+53,414	New	+$3.28M	0.72%	30

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

PFW Advisors's VTWO Position: Q2 2026 in Review

PFW Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.33% in Q2 2026, selling an estimated $7.27K and leaving 19,183 shares worth $2.33M. The position accounts for 0.68% of the portfolio, ranked #29.

PFW Advisors first reported a position in VTWO in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.53M in Q1 2024. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

PFW Advisors held 19,183 shares of Vanguard Russell 2000 ETF worth $2.33M as of Q2 2026.
PFW Advisors sold 64 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $7.27K.
Vanguard Russell 2000 ETF made up 0.68% of PFW Advisors's portfolio in Q2 2026, its #29 holding.
PFW Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Vanguard Russell 2000 ETF position peaked at $2.53M in Q1 2024.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.