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

Spire 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 		$185K Buy
1,526
+1
+0.1% +$114 0.01% 813
2026
Q1 		$153K Sell
1,525
-36
-2% -$3.75K 0.01% 862
2025
Q4 		$155K Hold
1,561
– – 0.01% 867
2025
Q3 		$153K Buy
1,561
+14
+0.9% +$1.3K 0.01% 862
2025
Q2 		$135K Sell
1,547
-506
-25% -$41.2K ﹤0.01% 872
2025
Q1 		$166K Buy
2,053
+373
+22% +$32.7K 0.01% 869
2024
Q4 		$150K Sell
1,680
-2
-0.1% -$185 ﹤0.01% 902
2024
Q3 		$150K Buy
1,682
+84
+5% +$7.27K 0.01% 804
2024
Q2 		$131K Sell
1,598
-173
-10% -$14.1K ﹤0.01% 828
2024
Q1 		$151K Buy
1,771
+2
+0.1% +$161 ﹤0.01% 869
2023
Q4 		$138K Buy
1,769
+1,398
+377% +$101K ﹤0.01% 898
2023
Q3 		$26.5K Buy
371
+1
+0.3% +$76 ﹤0.01% 1398
2023
Q2 		$28K Hold
370
– – ﹤0.01% 1444
2023
Q1 		$26.6K Sell
370
-69
-16% -$5.13K ﹤0.01% 1493
2022
Q4 		$31K Sell
439
-328
-43% -$23.6K ﹤0.01% 1186
2022
Q3 		$51K Sell
767
-114
-13% -$8.39K ﹤0.01% 945
2022
Q2 		$60K Sell
881
-1,252
-59% -$93.2K ﹤0.01% 1222
2022
Q1 		$177K Sell
2,133
-1,185
-36% -$97.5K ﹤0.01% 943
2021
Q4 		$298K Buy
3,318
+3,022
+1,021% +$276K 0.01% 906
2021
Q3 		$26K Buy
296
+28
+10% +$2.51K ﹤0.01% 1753
2021
Q2 		$25K Sell
268
-78
-23% -$7.08K ﹤0.01% 1788
2021
Q1 		$31K Buy
+346
New +$30.5K ﹤0.01% 1962

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Spire Wealth Management's VTWO Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.07% in Q2 2026, buying an estimated $114 and bringing the position to 1,526 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #813.

Spire Wealth Management first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $298K in Q4 2021. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Spire Wealth Management held 1,526 shares of Vanguard Russell 2000 ETF worth $185K as of Q2 2026.
  • Spire Wealth Management bought 1 Vanguard Russell 2000 ETF share in Q2 2026, an estimated $114.
  • Vanguard Russell 2000 ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #813 holding.
  • Spire Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Russell 2000 ETF position peaked at $298K in Q4 2021.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.