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Wealth Dimensions Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wealth Dimensions Group’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 		$3.69M Sell
30,358
-123
-0.4% -$14K 0.66% 20
2026
Q1 		$3.05M Sell
30,481
-1,429
-4% -$149K 0.6% 21
2025
Q4 		$3.18M Buy
31,910
+103
+0.3% +$10.2K 0.63% 22
2025
Q3 		$3.11M Sell
31,807
-112
-0.4% -$10.4K 0.64% 20
2025
Q2 		$2.78M Buy
31,919
+963
+3% +$78.3K 0.61% 24
2025
Q1 		$2.5M Buy
30,956
+732
+2% +$64.2K 0.6% 23
2024
Q4 		$2.7M Buy
30,224
+51
+0.2% +$4.71K 0.66% 23
2024
Q3 		$2.7M Sell
30,173
-57
-0.2% -$4.93K 0.68% 22
2024
Q2 		$2.48M Sell
30,230
-855
-3% -$69.9K 0.71% 21
2024
Q1 		$2.64M Sell
31,085
-178
-0.6% -$14.3K 0.78% 20
2023
Q4 		$2.54M Sell
31,263
-793
-2% -$57.4K 0.8% 19
2023
Q3 		$2.29M Sell
32,056
-233
-0.7% -$17.7K 0.83% 20
2023
Q2 		$2.44M Sell
32,289
-908
-3% -$65.4K 0.89% 20
2023
Q1 		$2.39M Sell
33,197
-375
-1% -$27.9K 0.93% 19
2022
Q4 		$2.36M Sell
33,572
-3,023
-8% -$217K 0.96% 19
2022
Q3 		$2.44M Sell
36,595
-185
-0.5% -$13.6K 1.21% 18
2022
Q2 		$2.52M Sell
36,780
-1,219
-3% -$90.7K 1.19% 18
2022
Q1 		$3.15M Buy
37,999
+16,031
+73% +$1.32M 1.46% 14
2021
Q4 		$1.97M Buy
21,968
+1,517
+7% +$139K 0.97% 20
2021
Q3 		$1.81M Sell
20,451
-41
-0.2% -$3.67K 1.16% 18
2021
Q2 		$1.9M Sell
20,492
-548
-3% -$49.8K 1.29% 18
2021
Q1 		$1.88M Sell
21,040
-184
-0.9% -$16.2K 1.46% 15
2020
Q4 		$1.68M Buy
+21,224
New +$1.5M 1.45% 15

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

Wealth Dimensions Group's VTWO Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.4% in Q2 2026, selling an estimated $14K and leaving 30,358 shares worth $3.69M. The position accounts for 0.66% of the portfolio, ranked #20.

Wealth Dimensions Group first reported a position in VTWO in Q4 2020 and has held it in 23 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Wealth Dimensions Group held 30,358 shares of Vanguard Russell 2000 ETF worth $3.69M as of Q2 2026.
  • Wealth Dimensions Group sold 123 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $14K.
  • Vanguard Russell 2000 ETF made up 0.66% of Wealth Dimensions Group's portfolio in Q2 2026, its #20 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.