Richards, Merrill & Peterson’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$126K Hold
1,038
0.04% 213
2026
Q1
$104K Hold
1,038
0.04% 209
2025
Q4
$103K Buy
+1,038
New +$103K 0.04% 195
2025
Q2
Sell
-945
Closed -$76.2K 469
2025
Q1
$76.2K Hold
945
0.04% 214
2024
Q4
$84.4K Buy
+945
New +$87.2K 0.04% 200

Other funds holding VTWO

Richards, Merrill & Peterson's VTWO Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 1,038 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #213.

Richards, Merrill & Peterson first reported a position in VTWO in Q4 2024 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Richards, Merrill & Peterson held 1,038 shares of Vanguard Russell 2000 ETF worth $126K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #213 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.