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BOLTON SECURITIES CORPORATION’s Vanguard Russell 2000 ETF VTWO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$551K Buy
+5,502
New +$574K 0.03% 514
2025
Q3 		$538K Buy
+5,501
New +$511K 0.03% 496
2025
Q1 		$444K Buy
+5,501
New +$483K 0.03% 511

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 $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $89B AUM 37.98% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VTWO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q1 2026: 5,502 shares worth $551K. The stake represents 0.03% of the portfolio and ranks #514 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VTWO as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VTWO in Q1 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 5,502 shares of Vanguard Russell 2000 ETF worth $551K as of Q1 2026.
  • Vanguard Russell 2000 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Russell 2000 ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #514 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.