Triad Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Triad Wealth Partners’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	$425K	Sell	3,550 -2,240	-39%	-$254K	0.03%	358
2026 Q1	$580K	Buy	5,790 +3,189	+123%	+$333K	0.05%	249
2025 Q4	$259K	Buy	+2,601	New	+$259K	0.02%	418
2024 Q3	–	Sell	-109	Closed	-$8.94K	–	920
2024 Q2	$8.94K	Buy	+109	New	+$8.91K	﹤0.01%	471

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

Triad Wealth Partners's VTWO Position: Q2 2026 in Review

Triad Wealth Partners reduced its Vanguard Russell 2000 ETF (VTWO) stake by 39% in Q2 2026, selling an estimated $254K and leaving 3,550 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #358.

Triad Wealth Partners first reported a position in VTWO in Q2 2024 and has held it in 4 quarters since. The position peaked at $580K in Q1 2026. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Triad Wealth Partners held 3,550 shares of Vanguard Russell 2000 ETF worth $425K as of Q2 2026.
Triad Wealth Partners sold 2,240 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $254K.
Vanguard Russell 2000 ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #358 holding.
Triad Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and has held it in 4 quarters since.
Triad Wealth Partners's Vanguard Russell 2000 ETF position peaked at $580K in Q1 2026.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.