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Pine Valley Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Pine Valley Investments’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 		– Hold
0
– – – 400
2026
Q1 		– Hold
0
– – – 413
2025
Q4 		– Hold
0
– – – 395
2025
Q3 		– Hold
0
– – – 394
2025
Q2 		– Hold
0
– – – 399
2025
Q1 		– Hold
0
– – – 404
2024
Q4 		– Hold
0
– – – 392
2024
Q3 		– Hold
0
– – – 380
2024
Q2 		– Hold
0
– – – 367
2024
Q1 		– Hold
0
– – – 371
2023
Q4 		– Hold
0
– -$214K – 513
2023
Q3 		– Hold
0
– – – 419
2023
Q2 		– Hold
0
– – – 360

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Pine Valley Investments's VTWO Position: Q2 2026 in Review

Pine Valley Investments reduced its Vanguard Russell 2000 ETF (VTWO) stake by 5.2% in Q2 2026, selling an estimated $31.5K and leaving 5,078 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #369.

Pine Valley Investments first reported a position in VTWO in Q4 2023 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Pine Valley Investments held 5,078 shares of Vanguard Russell 2000 ETF worth $617K as of Q2 2026.
  • Pine Valley Investments sold 277 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Russell 2000 ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #369 holding.
  • Pine Valley Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 416 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.