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Pines Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Pines Wealth Management’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
Q1 		$603K Sell
6,021
-304
-5% -$31.7K 0.2% 118
2025
Q4 		$629K Sell
6,325
-19
-0.3% -$1.89K 0.2% 113
2025
Q3 		$621K Hold
6,344
– – 0.21% 112
2025
Q2 		$572K Sell
6,344
-12
-0.2% -$976 0.2% 119
2025
Q1 		$448K Buy
6,356
+271
+4% +$23.8K 0.21% 114
2024
Q4 		$534K Buy
+6,085
New +$561K 0.23% 112

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Pines Wealth Management's VTWO Position: Q1 2026 in Review

Pines Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 4.8% in Q1 2026, selling an estimated $31.7K and leaving 6,021 shares worth $603K. The position accounts for 0.2% of the portfolio, ranked #118.

Pines Wealth Management first reported a position in VTWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $629K in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Pines Wealth Management held 6,021 shares of Vanguard Russell 2000 ETF worth $603K as of Q1 2026.
  • Pines Wealth Management sold 304 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $31.7K.
  • Vanguard Russell 2000 ETF made up 0.2% of Pines Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Pines Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Vanguard Russell 2000 ETF position peaked at $629K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.