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Capital Analysts LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Capital Analysts LLC’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 		$8K Hold
70
– – ﹤0.01% 1336
2026
Q1 		$7K Buy
+70
New +$7.3K ﹤0.01% 1323
2016
Q1 		– Sell
-758
Closed -$34.2K – 422
2015
Q4 		$34.2K Buy
+758
New +$35K 0.01% 308

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

Capital Analysts LLC's VTWO Position: Q2 2026 in Review

Capital Analysts LLC held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 70 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Capital Analysts LLC first reported a position in VTWO in Q4 2015 and has held it in 3 quarters since. The position peaked at $34.2K in Q4 2015. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Capital Analysts LLC held 70 shares of Vanguard Russell 2000 ETF worth $8K as of Q2 2026.
  • Capital Analysts LLC left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1336 holding.
  • Capital Analysts LLC first reported a position in Vanguard Russell 2000 ETF in Q4 2015 and has held it in 3 quarters since.
  • Capital Analysts LLC's Vanguard Russell 2000 ETF position peaked at $34.2K in Q4 2015.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.