BAM
VTWO icon

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

Belpointe 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 		$1.53M Buy
12,600
+110
+0.9% +$12.5K 0.05% 355
2026
Q1 		$1.25M Buy
12,490
+301
+2% +$31.4K 0.05% 373
2025
Q4 		$1.21M Buy
12,189
+428
+4% +$42.5K 0.04% 358
2025
Q3 		$1.15M Sell
11,761
-1,551
-12% -$144K 0.04% 363
2025
Q2 		$1.16M Buy
13,312
+616
+5% +$50.1K 0.05% 315
2025
Q1 		$1.02M Buy
12,696
+9,723
+327% +$853K 0.05% 328
2024
Q4 		$265K Sell
2,973
-2,168
-42% -$200K 0.02% 703
2024
Q3 		$459K Buy
+5,141
New +$445K 0.03% 526
2023
Q2 		– Sell
-4,666
Closed -$336K – 3335
2023
Q1 		$336K Sell
4,666
-301
-6% -$22.4K 0.02% 702
2022
Q4 		$350K Buy
4,967
+1,357
+38% +$97.5K 0.02% 669
2022
Q3 		$241K Buy
3,610
+1,481
+70% +$109K 0.02% 764
2022
Q2 		$145K Buy
2,129
+655
+44% +$48.8K 0.01% 955
2022
Q1 		$122K Buy
1,474
+56
+4% +$4.61K 0.01% 1129
2021
Q4 		$127K Buy
1,418
+162
+13% +$14.8K 0.01% 1093
2021
Q3 		$111K Sell
1,256
-294
-19% -$26.3K 0.01% 1111
2021
Q2 		$144K Buy
+1,550
New +$141K 0.01% 974

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

Belpointe Asset Management's VTWO Position: Q2 2026 in Review

Belpointe Asset Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.88% in Q2 2026, buying an estimated $12.5K and bringing the position to 12,600 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #355.

Belpointe Asset Management first reported a position in VTWO in Q2 2021 and has held it in 16 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Belpointe Asset Management held 12,600 shares of Vanguard Russell 2000 ETF worth $1.53M as of Q2 2026.
  • Belpointe Asset Management bought 110 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Russell 2000 ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #355 holding.
  • Belpointe Asset Management first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 16 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.