Rossmore Private Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rossmore Private Capital’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	$243K	Sell	2,000 -500	-20%	-$56.8K	0.02%	281
2026 Q1	$250K	Hold	2,500	–	–	0.02%	268
2025 Q4	$249K	Hold	2,500	–	–	0.02%	264
2025 Q3	$245K	Hold	2,500	–	–	0.03%	243
2025 Q2	$218K	Hold	2,500	–	–	0.03%	244
2025 Q1	$202K	Hold	2,500	–	–	0.02%	244
2024 Q4	$223K	Hold	2,500	–	–	0.03%	226
2024 Q3	$223K	Buy	+2,500	New	+$216K	0.03%	226

Other funds holding VTWO

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 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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

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

Rossmore Private Capital's VTWO Position: Q2 2026 in Review

Rossmore Private Capital reduced its Vanguard Russell 2000 ETF (VTWO) stake by 20% in Q2 2026, selling an estimated $56.8K and leaving 2,000 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #281.

Rossmore Private Capital first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $250K in Q1 2026. 376 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Rossmore Private Capital held 2,000 shares of Vanguard Russell 2000 ETF worth $243K as of Q2 2026.
Rossmore Private Capital sold 500 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $56.8K.
Vanguard Russell 2000 ETF made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #281 holding.
Rossmore Private Capital first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Rossmore Private Capital's Vanguard Russell 2000 ETF position peaked at $250K in Q1 2026.
376 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.