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Windward Private Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Windward Private Wealth Management’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 		$6.73M Sell
55,465
-49
-0.1% -$5.56K 2.15% 9
2026
Q1 		$5.56M Sell
55,514
-135
-0.2% -$14.1K 1.92% 9
2025
Q4 		$5.54M Sell
55,649
-1,551
-3% -$154K 1.92% 9
2025
Q3 		$5.6M Sell
57,200
-237
-0.4% -$22K 1.93% 9
2025
Q2 		$5.01M Buy
57,437
+4,894
+9% +$398K 1.81% 11
2025
Q1 		$4.24M Buy
52,543
+1,143
+2% +$100K 1.65% 10
2024
Q4 		$4.59M Sell
51,400
-2,219
-4% -$205K 1.79% 10
2024
Q3 		$4.79M Buy
53,619
+1,115
+2% +$96.5K 1.84% 10
2024
Q2 		$4.3M Buy
52,504
+388
+0.7% +$31.7K 1.74% 11
2024
Q1 		$4.43M Buy
52,116
+14
+0% +$1.13K 1.81% 10
2023
Q4 		$4.23M Buy
52,102
+1,883
+4% +$136K 1.77% 12
2023
Q3 		$3.59M Buy
50,219
+453
+0.9% +$34.4K 1.62% 15
2023
Q2 		$3.76M Buy
49,766
+49
+0.1% +$3.53K 1.67% 13
2023
Q1 		$3.58M Buy
49,717
+1,410
+3% +$105K 1.53% 14
2022
Q4 		$3.4M Buy
48,307
+1,387
+3% +$99.7K 1.51% 14
2022
Q3 		$3.13M Buy
46,920
+2,288
+5% +$168K 1.5% 14
2022
Q2 		$3.05M Buy
44,632
+1,885
+4% +$140K 1.4% 14
2022
Q1 		$3.54M Buy
42,747
+640
+2% +$52.6K 1.46% 14
2021
Q4 		$3.78M Buy
42,107
+2,448
+6% +$224K 1.46% 13
2021
Q3 		$3.51M Buy
39,659
+3,174
+9% +$284K 1.43% 14
2021
Q2 		$3.38M Buy
36,485
+3,319
+10% +$301K 1.39% 15
2021
Q1 		$2.96M Sell
33,166
-1,602
-5% -$141K 1.31% 16
2020
Q4 		$2.75M Buy
+34,768
New +$2.46M 1.29% 17

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

Windward Private Wealth Management's VTWO Position: Q2 2026 in Review

Windward Private Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.09% in Q2 2026, selling an estimated $5.56K and leaving 55,465 shares worth $6.73M. The position accounts for 2.15% of the portfolio, ranked #9.

Windward Private Wealth Management first reported a position in VTWO in Q4 2020 and has held it in 23 quarters since. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Windward Private Wealth Management held 55,465 shares of Vanguard Russell 2000 ETF worth $6.73M as of Q2 2026.
  • Windward Private Wealth Management sold 49 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.56K.
  • Vanguard Russell 2000 ETF made up 2.15% of Windward Private Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.