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

CAPTRUST 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 		$2.73M Buy
22,472
+2,724
+14% +$309K ﹤0.01% 1129
2026
Q1 		$1.98M Sell
19,748
-3,753
-16% -$391K ﹤0.01% 1231
2025
Q4 		$2.34M Buy
23,501
+6,838
+41% +$680K ﹤0.01% 1017
2025
Q3 		$1.63M Buy
16,663
+86
+0.5% +$7.98K ﹤0.01% 1137
2025
Q2 		$1.45M Buy
16,577
+2,602
+19% +$212K ﹤0.01% 1137
2025
Q1 		$1.13M Sell
13,975
-313
-2% -$27.5K ﹤0.01% 1204
2024
Q4 		$1.28M Sell
14,288
-981
-6% -$90.5K ﹤0.01% 1108
2024
Q3 		$1.36M Sell
15,269
-442
-3% -$38.2K ﹤0.01% 1014
2024
Q2 		$1.29M Sell
15,711
-336
-2% -$27.5K ﹤0.01% 1012
2024
Q1 		$1.36M Sell
16,047
-20,450
-56% -$1.65M 0.01% 969
2023
Q4 		$2.96M Buy
36,497
+12,535
+52% +$908K 0.01% 744
2023
Q3 		$1.71M Sell
23,962
-1,145
-5% -$86.9K 0.01% 924
2023
Q2 		$1.9M Sell
25,107
-5,752
-19% -$414K 0.01% 852
2023
Q1 		$2.22M Buy
30,859
+968
+3% +$71.9K 0.01% 707
2022
Q4 		$2.1M Buy
29,891
+318
+1% +$22.8K 0.01% 703
2022
Q3 		$1.97M Buy
29,573
+271
+0.9% +$19.9K 0.01% 678
2022
Q2 		$2.01M Sell
29,302
-95
-0.3% -$7.07K 0.01% 597
2022
Q1 		$2.44M Buy
29,397
+293
+1% +$24.1K 0.02% 547
2021
Q4 		$2.61M Buy
29,104
+24
+0.1% +$2.19K 0.02% 501
2021
Q3 		$2.58M Buy
29,080
+5,100
+21% +$457K 0.02% 457
2021
Q2 		$2.22M Sell
23,980
-4
-0% -$363 0.02% 470
2021
Q1 		$2.14M Sell
23,984
-20
-0.1% -$1.76K 0.02% 451
2020
Q4 		$1.9M Buy
24,004
+1,490
+7% +$105K 0.03% 421
2020
Q3 		$1.38M Hold
22,514
– – 0.02% 419
2020
Q2 		$1.29M Sell
22,514
-7,692
-25% -$407K 0.02% 432
2020
Q1 		$1.3M Buy
30,206
+14,672
+94% +$879K 0.03% 376
2019
Q4 		$1.03M Hold
15,534
– – 0.02% 502
2019
Q3 		$949K Sell
15,534
-1,480
-9% -$90.9K 0.03% 312
2019
Q2 		$1.06M Sell
17,014
-84
-0.5% -$5.21K 0.04% 279
2019
Q1 		$1.05M Sell
17,098
-454
-3% -$27.4K 0.04% 263
2018
Q4 		$942K Buy
17,552
+14,592
+493% +$874K 0.05% 231
2018
Q3 		$201K Buy
+2,960
New +$201K 0.01% 443

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

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

CAPTRUST Financial Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 14% in Q2 2026, buying an estimated $309K and bringing the position to 22,472 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CAPTRUST Financial Advisors first reported a position in VTWO in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.96M in Q4 2023. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • CAPTRUST Financial Advisors held 22,472 shares of Vanguard Russell 2000 ETF worth $2.73M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,724 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $309K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1129 holding.
  • CAPTRUST Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2018 and has held it in 32 quarters since.
  • CAPTRUST Financial Advisors's Vanguard Russell 2000 ETF position peaked at $2.96M in Q4 2023.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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