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Wealthspire Advisors (New York)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wealthspire Advisors (New York)’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 		$425K Buy
4,241
+736
+21% +$76.7K ﹤0.01% 623
2025
Q4 		$349K Buy
3,505
+352
+11% +$35K ﹤0.01% 741
2025
Q3 		$308K Buy
3,153
+163
+5% +$15.1K ﹤0.01% 656
2025
Q2 		$261K Sell
2,990
-249
-8% -$20.3K ﹤0.01% 706
2025
Q1 		$261K Buy
3,239
+79
+3% +$6.93K ﹤0.01% 673
2024
Q4 		$282K Buy
3,160
+202
+7% +$18.6K ﹤0.01% 655
2024
Q3 		$264K Sell
2,958
-678
-19% -$58.7K ﹤0.01% 647
2024
Q2 		$298K Buy
3,636
+105
+3% +$8.58K ﹤0.01% 541
2024
Q1 		$300K Buy
3,531
+173
+5% +$13.9K ﹤0.01% 519
2023
Q4 		$272K Buy
3,358
+69
+2% +$5K ﹤0.01% 547
2023
Q3 		$235K Sell
3,289
-138
-4% -$10.5K ﹤0.01% 529
2023
Q2 		$259K Buy
3,427
+150
+5% +$10.8K ﹤0.01% 480
2023
Q1 		$236K Sell
3,277
-58
-2% -$4.31K ﹤0.01% 479
2022
Q4 		$235K Sell
3,335
-37
-1% -$2.66K ﹤0.01% 509
2022
Q3 		$225K Buy
+3,372
New +$248K ﹤0.01% 459
2019
Q1 		– Sell
-1,468
Closed -$79K – 783
2018
Q4 		$79K Buy
+1,468
New +$88K 0.01% 130

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 $424B AUM 22.96% 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

Wealthspire Advisors (New York)'s VTWO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Russell 2000 ETF (VTWO) stake by 21% in Q1 2026, buying an estimated $76.7K and bringing the position to 4,241 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Wealthspire Advisors (New York) first reported a position in VTWO in Q4 2018 and has held it in 16 quarters since. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,241 shares of Vanguard Russell 2000 ETF worth $425K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 736 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $76.7K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #623 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 16 quarters since.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.