Waldron Private Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Waldron Private 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 Q3	$201K	Buy	+1,788	New	+$212K	0.01%	340
2022 Q3	–	Sell	-7,512	Closed	-$515K	–	392
2022 Q2	$515K	Sell	7,512 -2,349	-24%	-$175K	0.03%	245
2022 Q1	$816K	Sell	9,861 -525	-5%	-$43.2K	0.04%	203
2021 Q4	$932K	Buy	10,386 +6,283	+153%	+$574K	0.05%	189
2021 Q3	$363K	Sell	4,103 -4,840	-54%	-$433K	0.02%	253
2021 Q2	$829K	Buy	8,943 +2,669	+43%	+$242K	0.05%	157
2021 Q1	$559K	Hold	6,274	–	–	0.04%	181
2020 Q4	$496K	Buy	+6,274	New	+$443K	0.04%	180

Other funds holding VTWO

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return

Waldron Private Wealth's VTWO Position: Q3 2026 in Review

Waldron Private Wealth opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q3 2026: 1,788 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in VTWO as recently as Q2 2022.

Waldron Private Wealth first reported a position in VTWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $932K in Q4 2021. 501 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Waldron Private Wealth held 1,788 shares of Vanguard Russell 2000 ETF worth $201K as of Q3 2026.
Vanguard Russell 2000 ETF was a new Waldron Private Wealth position in Q3 2026.
Vanguard Russell 2000 ETF made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #340 holding.
Waldron Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 8 quarters since.
Waldron Private Wealth's Vanguard Russell 2000 ETF position peaked at $932K in Q4 2021.
501 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.