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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
Q2 		$731K Hold
6,021
– – 0.21% 108
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 $1.55T 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

Pines Wealth Management's VTWO Position: Q2 2026 in Review

Pines Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 6,021 shares worth $731K. The position accounts for 0.21% of the portfolio, ranked #108.

Pines Wealth Management first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Pines Wealth Management held 6,021 shares of Vanguard Russell 2000 ETF worth $731K as of Q2 2026.
  • Pines Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.21% of Pines Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Pines Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.