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

RKL 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	$541K	Buy	5,399 +14	+0.3%	+$1.46K	0.05%	122
2025 Q4	$536K	Buy	5,385 +21	+0.4%	+$2.09K	0.04%	126
2025 Q3	$525K	Buy	5,364 +19	+0.4%	+$1.76K	0.04%	122
2025 Q2	$466K	Buy	5,345 +15	+0.3%	+$1.22K	0.04%	132
2025 Q1	$430K	Buy	5,330 +16	+0.3%	+$1.4K	0.04%	128
2024 Q4	$475K	Buy	5,314 +20	+0.4%	+$1.84K	0.04%	126
2024 Q3	$473K	Buy	5,294 +35	+0.7%	+$3.03K	0.04%	105
2024 Q2	$431K	Hold	5,259	–	–	0.04%	103
2024 Q1	$447K	Buy	5,259 +11	+0.2%	+$887	0.04%	106
2023 Q4	$426K	Buy	5,248 +26	+0.5%	+$1.88K	0.05%	107
2023 Q3	$373K	Buy	5,222 +222	+4%	+$16.8K	0.05%	103
2023 Q2	$378K	Buy	5,000 +16	+0.3%	+$1.15K	0.04%	108
2023 Q1	$359K	Buy	4,984 +15	+0.3%	+$1.11K	0.05%	106
2022 Q4	$350K	Buy	4,969 +49	+1%	+$3.52K	0.05%	109
2022 Q3	$328K	Hold	4,920	–	–	0.05%	112
2022 Q2	$336K	Hold	4,920	–	–	0.05%	109
2022 Q1	$408K	Buy	+4,920	New	+$405K	0.05%	107

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

RKL Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.26% in Q1 2026, buying an estimated $1.46K and bringing the position to 5,399 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #122.

RKL Wealth Management first reported a position in VTWO in Q1 2022 and has held it in 17 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

RKL Wealth Management held 5,399 shares of Vanguard Russell 2000 ETF worth $541K as of Q1 2026.
RKL Wealth Management bought 14 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $1.46K.
Vanguard Russell 2000 ETF made up 0.05% of RKL Wealth Management's portfolio in Q1 2026, its #122 holding.
RKL Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.