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Plimoth Trust’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Plimoth Trust’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 		$372K Sell
3,712
-298
-7% -$31.1K 0.08% 134
2025
Q4 		$399K Sell
4,010
-139
-3% -$13.8K 0.09% 128
2025
Q3 		$406K Sell
4,149
-248
-6% -$23K 0.09% 130
2025
Q2 		$384K Sell
4,397
-11
-0.2% -$895 0.09% 134
2025
Q1 		$356K Buy
4,408
+842
+24% +$73.9K 0.09% 139
2024
Q4 		$319K Buy
3,566
+1
+0% +$92 0.08% 140
2024
Q3 		$319K Sell
3,565
-45
-1% -$3.89K 0.08% 140
2024
Q2 		$296K Buy
3,610
+107
+3% +$8.75K 0.08% 141
2024
Q1 		$298K Sell
3,503
-53
-1% -$4.27K 0.08% 143
2023
Q4 		$288K Sell
3,556
-632
-15% -$45.8K 0.08% 143
2023
Q3 		$299K Buy
4,188
+27
+0.6% +$2.05K 0.09% 142
2023
Q2 		$315K Sell
4,161
-127
-3% -$9.15K 0.09% 140
2023
Q1 		$309K Sell
4,288
-64
-1% -$4.76K 0.1% 144
2022
Q4 		$307K Buy
4,352
+130
+3% +$9.34K 0.1% 144
2022
Q3 		$281K Sell
4,222
-280
-6% -$20.6K 0.1% 143
2022
Q2 		$308K Buy
4,502
+42
+0.9% +$3.13K 0.1% 145
2022
Q1 		$370K Buy
4,460
+92
+2% +$7.57K 0.1% 144
2021
Q4 		$392K Buy
4,368
+118
+3% +$10.8K 0.1% 140
2021
Q3 		$376K Sell
4,250
-157
-4% -$14.1K 0.11% 137
2021
Q2 		$408K Buy
4,407
+331
+8% +$30.1K 0.11% 136
2021
Q1 		$363K Buy
4,076
+418
+11% +$36.8K 0.11% 138
2020
Q4 		$289K Sell
3,658
-632
-15% -$44.7K 0.09% 147
2020
Q3 		$260K Sell
4,290
-322
-7% -$19.5K 0.09% 148
2020
Q2 		$267K Buy
+4,612
New +$244K 0.1% 147

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

Plimoth Trust's VTWO Position: Q1 2026 in Review

Plimoth Trust reduced its Vanguard Russell 2000 ETF (VTWO) stake by 7.4% in Q1 2026, selling an estimated $31.1K and leaving 3,712 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #134.

Plimoth Trust first reported a position in VTWO in Q2 2020 and has held it in 24 quarters since. The position peaked at $408K in Q2 2021. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Plimoth Trust held 3,712 shares of Vanguard Russell 2000 ETF worth $372K as of Q1 2026.
  • Plimoth Trust sold 298 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $31.1K.
  • Vanguard Russell 2000 ETF made up 0.08% of Plimoth Trust's portfolio in Q1 2026, its #134 holding.
  • Plimoth Trust first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Plimoth Trust's Vanguard Russell 2000 ETF position peaked at $408K in Q2 2021.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.