Whittier Trust’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Whittier Trust’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	$193K	Hold	1,594	–	–	﹤0.01%	633
2026 Q1	$163K	Hold	1,594	–	–	﹤0.01%	626
2025 Q4	$165K	Hold	1,594	–	–	﹤0.01%	635
2025 Q3	$158K	Hold	1,594	–	–	﹤0.01%	633
2025 Q2	$139K	Hold	1,594	–	–	﹤0.01%	723
2025 Q1	$129K	Sell	1,594 -9,766	-86%	-$857K	﹤0.01%	722
2024 Q4	$1.01M	Hold	11,360	–	–	0.01%	380
2024 Q3	$1.02M	Hold	11,360	–	–	0.01%	380
2024 Q2	$931K	Hold	11,360	–	–	0.01%	371
2024 Q1	$966K	Buy	11,360 +10,860	+2,172%	+$875K	0.01%	365
2023 Q4	$40.5K	Hold	500	–	–	﹤0.01%	963
2023 Q3	$35.7K	Hold	500	–	–	﹤0.01%	993
2023 Q2	$37.8K	Hold	500	–	–	﹤0.01%	991
2023 Q1	$36K	Hold	500	–	–	﹤0.01%	1024
2022 Q4	$35.2K	Hold	500	–	–	﹤0.01%	1026
2022 Q3	$33K	Hold	500	–	–	﹤0.01%	1062
2022 Q2	$34K	Hold	500	–	–	﹤0.01%	1046
2022 Q1	$41K	Hold	500	–	–	﹤0.01%	1031
2021 Q4	$45K	Hold	500	–	–	﹤0.01%	1006
2021 Q3	$44K	Hold	500	–	–	﹤0.01%	964
2021 Q2	$46K	Hold	500	–	–	﹤0.01%	973
2021 Q1	$45K	Hold	500	–	–	﹤0.01%	962
2020 Q4	$40K	Hold	500	–	–	﹤0.01%	902
2020 Q3	$30K	Hold	500	–	–	﹤0.01%	931
2020 Q2	$29K	Buy	+500	New	+$26.4K	﹤0.01%	901

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Whittier Trust's VTWO Position: Q2 2026 in Review

Whittier Trust held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 1,594 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Whittier Trust first reported a position in VTWO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.02M in Q3 2024. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Whittier Trust held 1,594 shares of Vanguard Russell 2000 ETF worth $193K as of Q2 2026.
Whittier Trust left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #633 holding.
Whittier Trust first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
Whittier Trust's Vanguard Russell 2000 ETF position peaked at $1.02M in Q3 2024.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.