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Beacon Pointe Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Beacon Pointe 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
Q1 		$10.8M Buy
108,177
+100,984
+1,404% +$10.5M 0.06% 297
2025
Q4 		$716K Buy
7,193
+1,880
+35% +$187K 0.01% 941
2025
Q3 		$520K Sell
5,313
-193
-4% -$17.9K ﹤0.01% 999
2025
Q2 		$480K Buy
5,506
+4
+0.1% +$325 0.01% 897
2025
Q1 		$444K Sell
5,502
-131
-2% -$11.5K 0.01% 882
2024
Q4 		$503K Buy
5,633
+781
+16% +$72.1K 0.01% 830
2024
Q3 		$434K Sell
4,852
-362
-7% -$31.3K 0.01% 903
2024
Q2 		$427K Sell
5,214
-921
-15% -$75.3K 0.01% 930
2024
Q1 		$522K Buy
6,135
+11
+0.2% +$887 0.01% 900
2023
Q4 		$497K Buy
6,124
+666
+12% +$48.2K 0.01% 907
2023
Q3 		$390K Buy
5,458
+688
+14% +$52.2K ﹤0.01% 967
2023
Q2 		$361K Buy
4,770
+128
+3% +$9.22K 0.01% 821
2023
Q1 		$335K Sell
4,642
-309
-6% -$23K 0.01% 894
2022
Q4 		$348K Buy
4,951
+1,006
+26% +$72.3K 0.01% 811
2022
Q3 		$262K Sell
3,945
-425
-10% -$31.3K 0.01% 838
2022
Q2 		$298K Sell
4,370
-280
-6% -$20.8K 0.01% 828
2022
Q1 		$385K Sell
4,650
-36,096
-89% -$2.97M 0.01% 890
2021
Q4 		$3.66M Buy
40,746
+6,712
+20% +$613K 0.1% 179
2021
Q3 		$3.01M Sell
34,034
-1,993
-6% -$178K 0.07% 225
2021
Q2 		$3.33M Buy
36,027
+21,545
+149% +$1.96M 0.12% 160
2021
Q1 		$1.29M Buy
+14,482
New +$1.28M 0.08% 189

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Beacon Pointe Advisors's VTWO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 1,404% in Q1 2026, buying an estimated $10.5M and bringing the position to 108,177 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #297.

Beacon Pointe Advisors first reported a position in VTWO in Q1 2021 and has held it in 21 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Beacon Pointe Advisors held 108,177 shares of Vanguard Russell 2000 ETF worth $10.8M as of Q1 2026.
  • Beacon Pointe Advisors bought 100,984 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $10.5M.
  • Vanguard Russell 2000 ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #297 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.