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Advisors Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Advisors Capital 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 		– Sell
-2,148
Closed -$215K – 651
2026
Q1 		$215K Hold
2,148
– – ﹤0.01% 539
2025
Q4 		$214K Hold
2,148
– – ﹤0.01% 546
2025
Q3 		$210K Sell
2,148
-380
-15% -$35.3K ﹤0.01% 523
2025
Q2 		$220K Buy
+2,528
New +$206K ﹤0.01% 487

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

Advisors Capital Management's VTWO Position: Q2 2026 in Review

Advisors Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 2,148 shares — an estimated $215K sold.

Advisors Capital Management first reported a position in VTWO in Q2 2025 and held it in 4 quarters. The position peaked at $220K in Q2 2025. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Advisors Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Advisors Capital Management sold 2,148 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $215K.
  • Advisors Capital Management first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and held it in 4 quarters.
  • Advisors Capital Management's Vanguard Russell 2000 ETF position peaked at $220K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.