Salomon & Ludwin’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Salomon & Ludwin’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	$368K	Sell	3,628 -145	-4%	-$15.1K	0.03%	128
2025 Q4	$385K	Hold	3,773	–	–	0.03%	131
2025 Q3	$375K	Sell	3,773 -35	-0.9%	-$3.25K	0.03%	133
2025 Q2	$340K	Hold	3,808	–	–	0.03%	131
2025 Q1	$307K	Sell	3,808 -705	-16%	-$61.9K	0.03%	124
2024 Q4	$403K	Hold	4,513	–	–	0.04%	107
2024 Q3	$403K	Hold	4,513	–	–	0.04%	113
2024 Q2	$370K	Sell	4,513 -301	-6%	-$24.6K	0.04%	119
2024 Q1	$409K	Buy	4,814 +4,114	+588%	+$332K	0.04%	133
2023 Q4	$50K	Hold	700	–	–	0.01%	309
2023 Q3	$50K	Buy	+700	New	+$53.1K	0.01%	309

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

Salomon & Ludwin's VTWO Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.8% in Q1 2026, selling an estimated $15.1K and leaving 3,628 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #128.

Salomon & Ludwin first reported a position in VTWO in Q3 2023 and has held it in 11 quarters since. The position peaked at $409K in Q1 2024. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Salomon & Ludwin held 3,628 shares of Vanguard Russell 2000 ETF worth $368K as of Q1 2026.
Salomon & Ludwin sold 145 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $15.1K.
Vanguard Russell 2000 ETF made up 0.03% of Salomon & Ludwin's portfolio in Q1 2026, its #128 holding.
Salomon & Ludwin first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Vanguard Russell 2000 ETF position peaked at $409K in Q1 2024.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.