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Blue Trust Inc’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Blue Trust Inc’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 		$616K Sell
5,072
-28
-0.5% -$3.18K 0.01% 419
2026
Q1 		$511K Buy
5,100
+192
+4% +$20K 0.01% 476
2025
Q4 		$488K Buy
4,908
+351
+8% +$34.9K 0.01% 489
2025
Q3 		$446K Buy
4,557
+114
+3% +$10.6K 0.01% 530
2025
Q2 		$388K Buy
4,443
+2,519
+131% +$205K ﹤0.01% 541
2025
Q1 		$155K Sell
1,924
-61
-3% -$5.35K ﹤0.01% 807
2024
Q4 		$177K Buy
1,985
+74
+4% +$6.83K ﹤0.01% 693
2024
Q3 		$157K Hold
1,911
– – ﹤0.01% 990
2024
Q2 		$163K Buy
1,911
+26
+1% +$2.13K ﹤0.01% 787
2024
Q1 		$160K Buy
1,885
+166
+10% +$13.4K ﹤0.01% 580
2023
Q4 		$123K Buy
1,719
+217
+14% +$15.7K ﹤0.01% 606
2023
Q3 		$114K Hold
1,502
– – ﹤0.01% 588
2023
Q2 		$108K Sell
1,502
-821
-35% -$59.2K ﹤0.01% 479
2023
Q1 		$163K Sell
2,323
-759
-25% -$56.4K ﹤0.01% 613
2022
Q4 		$205K Buy
3,082
+3,054
+10,907% +$219K ﹤0.01% 443
2022
Q3 		$2K Sell
28
-2
-7% -$147 ﹤0.01% 1843
2022
Q2 		$2K Buy
+30
New +$2.23K ﹤0.01% 1712

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

Blue Trust Inc's VTWO Position: Q2 2026 in Review

Blue Trust Inc reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.55% in Q2 2026, selling an estimated $3.18K and leaving 5,072 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #419.

Blue Trust Inc first reported a position in VTWO in Q2 2022 and has held it in 17 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Blue Trust Inc held 5,072 shares of Vanguard Russell 2000 ETF worth $616K as of Q2 2026.
  • Blue Trust Inc sold 28 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $3.18K.
  • Vanguard Russell 2000 ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #419 holding.
  • Blue Trust Inc first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.