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Simplicity Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Simplicity Wealth’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 		$3.1M Buy
30,923
+1,899
+7% +$198K 0.18% 129
2025
Q4 		$2.89M Buy
29,024
+455
+2% +$45.2K 0.17% 132
2025
Q3 		$2.79M Sell
28,569
-8,219
-22% -$763K 0.16% 138
2025
Q2 		$3.21M Buy
36,788
+18,561
+102% +$1.51M 0.13% 155
2025
Q1 		$1.47M Buy
+18,227
New +$1.6M 0.11% 197
2024
Q4 		– Sell
-15,807
Closed -$1.41M – 515
2024
Q3 		$1.41M Sell
15,807
-773
-5% -$66.9K 0.13% 146
2024
Q2 		$1.36M Sell
16,580
-22,066
-57% -$1.8M 0.03% 439
2024
Q1 		$3.29M Sell
38,646
-3,725
-9% -$300K 0.08% 252
2023
Q4 		$3.44M Sell
42,371
-13,073
-24% -$947K 1.33% 17
2023
Q3 		$3.96M Buy
55,444
+606
+1% +$46K 2.32% 14
2023
Q2 		$4.15M Sell
54,838
-1,585
-3% -$114K 2.58% 14
2023
Q1 		$4.07M Buy
56,423
+12,718
+29% +$945K 2.7% 12
2022
Q4 		$3.08M Buy
+43,705
New +$3.14M 2.71% 12

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Simplicity Wealth's VTWO Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Russell 2000 ETF (VTWO) stake by 6.5% in Q1 2026, buying an estimated $198K and bringing the position to 30,923 shares worth $3.1M. The position accounts for 0.18% of the portfolio, ranked #129.

Simplicity Wealth first reported a position in VTWO in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.15M in Q2 2023. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Simplicity Wealth held 30,923 shares of Vanguard Russell 2000 ETF worth $3.1M as of Q1 2026.
  • Simplicity Wealth bought 1,899 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $198K.
  • Vanguard Russell 2000 ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #129 holding.
  • Simplicity Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
  • Simplicity Wealth's Vanguard Russell 2000 ETF position peaked at $4.15M in Q2 2023.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.