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CX Institutional’s Vanguard Russell 2000 ETF VTWO Stock Holding History

CX Institutional’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 		$2K Buy
+15
New +$1.7K ﹤0.01% 1490
2025
Q2 		– Sell
-38
Closed -$3K – 1246
2025
Q1 		$3K Buy
+38
New +$3.33K ﹤0.01% 1122
2023
Q4 		– Sell
-44,994
Closed -$3.21M – 574
2023
Q3 		$3.21M Buy
44,994
+5,617
+14% +$426K 0.18% 149
2023
Q2 		$2.98M Buy
+39,377
New +$2.84M 0.15% 189

Other funds holding VTWO

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CX Institutional's VTWO Position: Q2 2026 in Review

CX Institutional opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 15 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: CX Institutional previously reported a position in VTWO as recently as Q1 2025.

CX Institutional first reported a position in VTWO in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.21M in Q3 2023. 131 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • CX Institutional held 15 shares of Vanguard Russell 2000 ETF worth $2K as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new CX Institutional position in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1490 holding.
  • CX Institutional first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 4 quarters since.
  • CX Institutional's Vanguard Russell 2000 ETF position peaked at $3.21M in Q3 2023.
  • 131 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.