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AssuredPartners Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

AssuredPartners Investment Advisors’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 		$280K Buy
2,304
+1
+0% +$114 0.03% 350
2026
Q1 		$235K Buy
+2,303
New +$240K 0.03% 359

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 22.9% 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

AssuredPartners Investment Advisors's VTWO Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.04% in Q2 2026, buying an estimated $114 and bringing the position to 2,304 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #350.

AssuredPartners Investment Advisors first reported a position in VTWO in Q1 2026 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,304 shares of Vanguard Russell 2000 ETF worth $280K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1 Vanguard Russell 2000 ETF share in Q2 2026, an estimated $114.
  • Vanguard Russell 2000 ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.