J. M. Brown & Associates Inc.’s Vanguard Russell 2000 ETF VTWO Stock Holding History

J. M. Brown & Associates Inc.’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	$3.78M	Buy	+31,138	New	+$3.54M	2.16%	9

Other funds holding VTWO

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

J. M. Brown & Associates Inc.'s VTWO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 31,138 shares worth $3.78M. The stake represents 2.16% of the portfolio and ranks #9 among its holdings.

197 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

J. M. Brown & Associates Inc. held 31,138 shares of Vanguard Russell 2000 ETF worth $3.78M as of Q2 2026.
Vanguard Russell 2000 ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Vanguard Russell 2000 ETF made up 2.16% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #9 holding.
197 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.