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

Robertson Stephens 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 		$453K Hold
3,727
– – 0.01% 457
2026
Q1 		$373K Hold
3,727
– – 0.01% 465
2025
Q4 		$371K Buy
3,727
+590
+19% +$58.7K 0.01% 485
2025
Q3 		$307K Sell
3,137
-42
-1% -$3.9K 0.01% 443
2025
Q2 		$277K Sell
3,179
-158
-5% -$12.9K 0.01% 469
2025
Q1 		$269K Sell
3,337
-486
-13% -$42.6K 0.01% 471
2024
Q4 		$342K Buy
3,823
+202
+6% +$18.6K 0.01% 439
2024
Q3 		$324K Buy
+3,621
New +$313K 0.01% 512

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Robertson Stephens Wealth Management's VTWO Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 3,727 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #457.

Robertson Stephens Wealth Management first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,727 shares of Vanguard Russell 2000 ETF worth $453K as of Q2 2026.
  • Robertson Stephens Wealth Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 376 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.