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Capstone Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Capstone Financial Advisors’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 		$5.94M Sell
48,931
-244
-0.5% -$27.7K 0.29% 30
2026
Q1 		$4.93M Sell
49,175
-252
-0.5% -$26.3K 0.27% 32
2025
Q4 		$4.92M Buy
49,427
+49
+0.1% +$4.87K 0.26% 32
2025
Q3 		$4.83M Sell
49,378
-42
-0.1% -$3.9K 0.26% 32
2025
Q2 		$4.31M Sell
49,420
-16,599
-25% -$1.35M 0.25% 33
2025
Q1 		$5.32M Buy
66,019
+310
+0.5% +$27.2K 0.33% 27
2024
Q4 		$5.87M Buy
65,709
+844
+1% +$77.9K 0.36% 28
2024
Q3 		$5.8M Buy
64,865
+15,870
+32% +$1.37M 0.36% 28
2024
Q2 		$4.02M Buy
48,995
+459
+0.9% +$37.5K 0.27% 30
2024
Q1 		$4.13M Buy
48,536
+447
+0.9% +$36K 0.28% 30
2023
Q4 		$3.9M Buy
48,089
+5,025
+12% +$364K 0.28% 28
2023
Q3 		$3.08M Buy
43,064
+1,573
+4% +$119K 0.24% 27
2023
Q2 		$3.14M Buy
41,491
+4,165
+11% +$300K 0.24% 28
2023
Q1 		$2.69M Buy
37,326
+9,321
+33% +$693K 0.21% 30
2022
Q4 		$1.97M Buy
28,005
+5,488
+24% +$394K 0.17% 33
2022
Q3 		$1.5M Buy
22,517
+169
+0.8% +$12.4K 0.14% 38
2022
Q2 		$1.53M Buy
22,348
+4,021
+22% +$299K 0.13% 41
2022
Q1 		$1.52M Sell
18,327
-39,165
-68% -$3.22M 0.11% 42
2021
Q4 		$5.16M Buy
57,492
+2,338
+4% +$213K 0.37% 25
2021
Q3 		$4.88M Buy
55,154
+32,024
+138% +$2.87M 0.38% 22
2021
Q2 		$2.14M Buy
+23,130
New +$2.1M 0.17% 29

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

Capstone Financial Advisors's VTWO Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.5% in Q2 2026, selling an estimated $27.7K and leaving 48,931 shares worth $5.94M. The position accounts for 0.29% of the portfolio, ranked #30.

Capstone Financial Advisors first reported a position in VTWO in Q2 2021 and has held it in 21 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Capstone Financial Advisors held 48,931 shares of Vanguard Russell 2000 ETF worth $5.94M as of Q2 2026.
  • Capstone Financial Advisors sold 244 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $27.7K.
  • Vanguard Russell 2000 ETF made up 0.29% of Capstone Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Capstone Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 21 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.