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Whipplewood Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Whipplewood Advisors’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 		$346K Sell
2,847
-382
-12% -$43.4K 0.23% 85
2026
Q1 		$323K Buy
3,229
+83
+3% +$8.65K 0.17% 104
2025
Q4 		$313K Sell
3,146
-37
-1% -$3.68K 0.2% 101
2025
Q3 		$311K Buy
3,183
+21
+0.7% +$1.95K 0.2% 98
2025
Q2 		$276K Buy
3,162
+3,087
+4,116% +$251K 0.15% 133
2025
Q1 		$248K Sell
75
-2,943
-98% -$258K 0.15% 138
2024
Q4 		$270K Buy
+3,018
New +$278K 0.15% 130

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 22.9% 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

Whipplewood Advisors's VTWO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 12% in Q2 2026, selling an estimated $43.4K and leaving 2,847 shares worth $346K. The position accounts for 0.23% of the portfolio, ranked #85.

Whipplewood Advisors first reported a position in VTWO in Q4 2024 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Whipplewood Advisors held 2,847 shares of Vanguard Russell 2000 ETF worth $346K as of Q2 2026.
  • Whipplewood Advisors sold 382 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $43.4K.
  • Vanguard Russell 2000 ETF made up 0.23% of Whipplewood Advisors's portfolio in Q2 2026, its #85 holding.
  • Whipplewood Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.