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Burk Holdings’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Burk Holdings’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 		– Sell
-4,903
Closed -$491K – 695
2026
Q1 		$491K Buy
4,903
+3
+0.1% +$313 0.21% 50
2025
Q4 		$488K Hold
4,900
– – 0.23% 53
2025
Q3 		$479K Buy
+4,900
New +$455K 0.26% 47

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

Burk Holdings's VTWO Position: Q2 2026 in Review

Burk Holdings sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 4,903 shares — an estimated $491K sold.

Burk Holdings first reported a position in VTWO in Q3 2025 and held it in 3 quarters. The position peaked at $491K in Q1 2026. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Burk Holdings reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Burk Holdings sold 4,903 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $491K.
  • Burk Holdings first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and held it in 3 quarters.
  • Burk Holdings's Vanguard Russell 2000 ETF position peaked at $491K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.