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Baker Avenue Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Baker Avenue Asset 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 		$215K Buy
+1,774
New +$201K ﹤0.01% 771
2023
Q1 		– Sell
-19
Closed -$1.34K – 1753
2022
Q4 		$1.34K Buy
+19
New +$1.36K ﹤0.01% 1022

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

Baker Avenue Asset Management's VTWO Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,774 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in VTWO as recently as Q4 2022.

Baker Avenue Asset Management first reported a position in VTWO in Q4 2022 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Baker Avenue Asset Management held 1,774 shares of Vanguard Russell 2000 ETF worth $215K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new Baker Avenue Asset Management position in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #771 holding.
  • Baker Avenue Asset Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.