Brinker Capital Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Brinker Capital Investments’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	–	Sell	-2,524	Closed	-$251K	–	2265
2025 Q4	$251K	Buy	2,524 +51	+2%	+$5.07K	﹤0.01%	1897
2025 Q3	$242K	Buy	+2,473	New	+$230K	﹤0.01%	1879
2019 Q1	–	Sell	-68	Closed	-$4K	–	853
2018 Q4	$4K	Buy	+68	New	+$4.07K	﹤0.01%	582

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Brinker Capital Investments's VTWO Position: Q1 2026 in Review

Brinker Capital Investments sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 2,524 shares — an estimated $251K sold.

Brinker Capital Investments first reported a position in VTWO in Q4 2018 and held it in 3 quarters. The position peaked at $251K in Q4 2025. 683 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Brinker Capital Investments reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 2,524 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $251K.
Brinker Capital Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 3 quarters.
Brinker Capital Investments's Vanguard Russell 2000 ETF position peaked at $251K in Q4 2025.
683 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.