Analyst IMS Investment Management Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Analyst IMS Investment Management Services’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	$231K	Buy	+1,900	New	+$216K	0.01%	147
2025 Q3	–	Sell	-13,500	Closed	-$1.18M	–	129
2025 Q2	$1.18M	Hold	13,500	–	–	0.04%	82
2025 Q1	$1.09M	Hold	13,500	–	–	0.04%	82
2024 Q4	$1.21M	Hold	13,500	–	–	0.04%	75
2024 Q3	$1.21M	Hold	13,500	–	–	0.05%	71
2024 Q2	$1.11M	Hold	13,500	–	–	0.05%	66
2024 Q1	$1.15M	Hold	13,500	–	–	0.05%	62
2023 Q4	$1.09M	Buy	+13,500	New	+$978K	0.06%	60

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 22.9% 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

Analyst IMS Investment Management Services's VTWO Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,900 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in VTWO as recently as Q2 2025.

Analyst IMS Investment Management Services first reported a position in VTWO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2024. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Analyst IMS Investment Management Services held 1,900 shares of Vanguard Russell 2000 ETF worth $231K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #147 holding.
Analyst IMS Investment Management Services first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
Analyst IMS Investment Management Services's Vanguard Russell 2000 ETF position peaked at $1.21M in Q4 2024.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.