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Walsh & Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Walsh & Associates’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 		$77.2K Hold
636
– – 0.06% 99
2026
Q1 		$63.7K Hold
636
– – 0.06% 98
2025
Q4 		$63.3K Buy
+636
New +$63.2K 0.06% 98

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

Walsh & Associates's VTWO Position: Q2 2026 in Review

Walsh & Associates held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 636 shares worth $77.2K. The position accounts for 0.06% of the portfolio, ranked #99.

Walsh & Associates first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Walsh & Associates held 636 shares of Vanguard Russell 2000 ETF worth $77.2K as of Q2 2026.
  • Walsh & Associates left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.06% of Walsh & Associates's portfolio in Q2 2026, its #99 holding.
  • Walsh & Associates first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 737 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.