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Evoke Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Evoke Wealth’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 		– Sell
-570,798
Closed -$57.2M – 659
2026
Q1 		$57.2M Buy
570,798
+55,688
+11% +$5.81M 1.03% 26
2025
Q4 		$51.3M Buy
515,110
+25,123
+5% +$2.5M 0.96% 29
2025
Q3 		$47.9M Buy
489,987
+1,573
+0.3% +$146K 0.97% 28
2025
Q2 		$42.6M Sell
488,414
-11,342
-2% -$923K 0.97% 29
2025
Q1 		$40.3M Buy
499,756
+13,466
+3% +$1.18M 1.05% 27
2024
Q4 		$43.4M Sell
486,290
-34,789
-7% -$3.21M 1.21% 24
2024
Q3 		$46.6M Buy
521,079
+508,909
+4,182% +$44M 1.26% 21
2024
Q2 		$1M Sell
12,170
-505,629
-98% -$41.3M 1.18% 15
2024
Q1 		$44M Buy
+517,799
New +$41.7M 1.3% 21
2023
Q4 		– Sell
-523,972
Closed -$37.4M – 363
2023
Q3 		$37.4M Buy
523,972
+670
+0.1% +$50.8K 1.32% 17
2023
Q2 		$39.6M Buy
523,302
+6,152
+1% +$443K 1.37% 18
2023
Q1 		$37.3M Buy
517,150
+26,987
+6% +$2.01M 1.36% 17
2022
Q4 		$34.5M Sell
490,163
-75,103
-13% -$5.4M 1.25% 21
2022
Q3 		$37.8M Buy
565,266
+4,326
+0.8% +$318K 1.53% 14
2022
Q2 		$38.5M Buy
560,940
+127,471
+29% +$9.49M 1.42% 14
2022
Q1 		$35.9M Buy
+433,469
New +$35.7M 1.18% 15

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

Evoke Wealth's VTWO Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 570,798 shares — an estimated $57.2M sold.

Evoke Wealth first reported a position in VTWO in Q1 2022 and held it in 16 quarters. The position peaked at $57.2M in Q1 2026. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 570,798 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $57.2M.
  • Evoke Wealth first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 16 quarters.
  • Evoke Wealth's Vanguard Russell 2000 ETF position peaked at $57.2M in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.