Envestnet Portfolio Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Envestnet Portfolio Solutions’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	$36.8M	Buy	302,916 +100,757	+50%	+$11.4M	0.18%	87
2026 Q1	$20.3M	Sell	202,159 -2,907,666	-93%	-$303M	0.11%	111
2025 Q4	$309M	Buy	3,109,825 +48,493	+2%	+$4.82M	1.09%	22
2025 Q3	$299M	Buy	3,061,332 +46,720	+2%	+$4.34M	1.1%	23
2025 Q2	$263M	Buy	3,014,612 +2,250,099	+294%	+$183M	0.97%	23
2025 Q1	$61.7M	Buy	764,513 +16,245	+2%	+$1.43M	0.24%	62
2024 Q4	$66.8M	Sell	748,268 -12,974	-2%	-$1.2M	0.22%	62
2024 Q3	$68M	Buy	761,242 +93,590	+14%	+$8.1M	0.22%	58
2024 Q2	$54.7M	Sell	667,652 -26,166	-4%	-$2.14M	0.19%	68
2024 Q1	$59M	Buy	693,818 +56,273	+9%	+$4.54M	0.22%	63
2023 Q4	$51.7M	Buy	637,545 +67,220	+12%	+$4.87M	0.21%	62
2023 Q3	$40.7M	Buy	+570,325	New	+$43.3M	0.19%	65

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Portfolio Solutions's VTWO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Russell 2000 ETF (VTWO) stake by 50% in Q2 2026, buying an estimated $11.4M and bringing the position to 302,916 shares worth $36.8M. The position accounts for 0.18% of the portfolio, ranked #87.

Envestnet Portfolio Solutions first reported a position in VTWO in Q3 2023 and has held it in 12 quarters since. The position peaked at $309M in Q4 2025. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Envestnet Portfolio Solutions held 302,916 shares of Vanguard Russell 2000 ETF worth $36.8M as of Q2 2026.
Envestnet Portfolio Solutions bought 100,757 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $11.4M.
Vanguard Russell 2000 ETF made up 0.18% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #87 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Russell 2000 ETF position peaked at $309M in Q4 2025.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.