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Pinnacle Wealth Planning Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Pinnacle Wealth Planning Services’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 		$272K Hold
2,243
– – 0.03% 410
2026
Q1 		$225K Hold
2,243
– – 0.02% 435
2025
Q4 		$223K Hold
2,243
– – 0.02% 432
2025
Q3 		$219K Buy
+2,243
New +$208K 0.03% 419

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

Pinnacle Wealth Planning Services's VTWO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 2,243 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #410.

Pinnacle Wealth Planning Services first reported a position in VTWO in Q3 2025 and has held it in 4 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,243 shares of Vanguard Russell 2000 ETF worth $272K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #410 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.