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WealthShield Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

WealthShield 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
Q1 		$255K Buy
2,546
+63
+3% +$6.57K 0.03% 310
2025
Q4 		$247K Buy
2,483
+230
+10% +$22.9K 0.03% 309
2025
Q3 		$220K Sell
2,253
-257
-10% -$23.9K 0.03% 317
2025
Q2 		$219K Buy
2,510
+85
+4% +$6.91K 0.03% 309
2025
Q1 		$196K Buy
2,425
+1,122
+86% +$98.4K 0.03% 320
2024
Q4 		$116K Buy
1,303
+20
+2% +$1.84K 0.02% 327
2024
Q3 		$115K Buy
1,283
+5
+0.4% +$433 0.02% 338
2024
Q2 		$105K Sell
1,278
-572
-31% -$46.8K 0.02% 324
2024
Q1 		$157K Buy
1,850
+51
+3% +$4.11K 0.03% 287
2023
Q4 		$146K Sell
1,799
-499
-22% -$36.1K 0.02% 293
2023
Q3 		$164K Buy
2,298
+58
+3% +$4.4K 0.02% 304
2023
Q2 		$169K Sell
2,240
-2,106
-48% -$152K 0.03% 303
2023
Q1 		$313K Sell
4,346
-20,931
-83% -$1.56M 0.05% 248
2022
Q4 		$1.78M Buy
25,277
+752
+3% +$54K 0.34% 80
2022
Q3 		$1.64M Buy
+24,525
New +$1.81M 0.32% 84
2021
Q3 		– Sell
-68,214
Closed -$6.32M – 736
2021
Q2 		$6.32M Buy
68,214
+2,596
+4% +$236K 0.99% 30
2021
Q1 		$5.85M Buy
65,618
+8,556
+15% +$754K 1.05% 24
2020
Q4 		$4.52M Buy
57,062
+55,264
+3,074% +$3.91M 0.83% 40
2020
Q3 		$109K Buy
1,798
+20
+1% +$1.21K 0.04% 273
2020
Q2 		$103K Buy
1,778
+146
+9% +$7.72K 0.05% 226
2020
Q1 		$75K Buy
1,632
+188
+13% +$11.3K 0.05% 178
2019
Q4 		$96K Buy
1,444
+42
+3% +$2.67K 0.05% 192
2019
Q3 		$85K Buy
1,402
+146
+12% +$8.97K 0.05% 187
2019
Q2 		$78K Buy
1,256
+456
+57% +$28.3K 0.05% 168
2019
Q1 		$49K Buy
800
+434
+119% +$26.2K 0.03% 194
2018
Q4 		$20K Hold
366
– – 0.01% 190
2018
Q3 		$25K Hold
366
– – 0.01% 185
2018
Q2 		$24K Hold
366
– – 0.01% 178
2018
Q1 		$22K Hold
366
– – 0.01% 178
2017
Q4 		$23K Buy
+366
New +$22.1K 0.01% 175

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

WealthShield Partners's VTWO Position: Q1 2026 in Review

WealthShield Partners increased its Vanguard Russell 2000 ETF (VTWO) stake by 2.5% in Q1 2026, buying an estimated $6.57K and bringing the position to 2,546 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #310.

WealthShield Partners first reported a position in VTWO in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.32M in Q2 2021. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • WealthShield Partners held 2,546 shares of Vanguard Russell 2000 ETF worth $255K as of Q1 2026.
  • WealthShield Partners bought 63 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $6.57K.
  • Vanguard Russell 2000 ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #310 holding.
  • WealthShield Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and has held it in 30 quarters since.
  • WealthShield Partners's Vanguard Russell 2000 ETF position peaked at $6.32M in Q2 2021.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.