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

Trajan 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 Q2	$1.59M	Buy	13,058 +210	+2%	+$23.8K	0.06%	109
2026 Q1	$1.29M	Buy	12,848 +1,005	+8%	+$105K	0.05%	111
2025 Q4	$1.18M	Sell	11,843 -854	-7%	-$84.9K	0.05%	111
2025 Q3	$1.24M	Sell	12,697 -1,070	-8%	-$99.3K	0.05%	114
2025 Q2	$1.2M	Sell	13,767 -252	-2%	-$20.5K	0.06%	110
2025 Q1	$1.13M	Sell	14,019 -310	-2%	-$27.2K	0.06%	111
2024 Q4	$1.28M	Sell	14,329 -150	-1%	-$13.8K	0.07%	110
2024 Q3	$1.29M	Buy	14,479 +1,264	+10%	+$109K	0.08%	108
2024 Q2	$1.08M	Sell	13,215 -399	-3%	-$32.6K	0.07%	110
2024 Q1	$1.16M	Buy	+13,614	New	+$1.1M	0.08%	110

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Trajan Wealth's VTWO Position: Q2 2026 in Review

Trajan Wealth increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.6% in Q2 2026, buying an estimated $23.8K and bringing the position to 13,058 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #109.

Trajan Wealth first reported a position in VTWO in Q1 2024 and has held it in 10 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Trajan Wealth held 13,058 shares of Vanguard Russell 2000 ETF worth $1.59M as of Q2 2026.
Trajan Wealth bought 210 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $23.8K.
Vanguard Russell 2000 ETF made up 0.06% of Trajan Wealth's portfolio in Q2 2026, its #109 holding.
Trajan Wealth first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.