Heck Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Heck Capital 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	$596K	Buy	4,907 +139	+3%	+$15.8K	0.04%	144
2026 Q1	$478K	Buy	4,768 +1,843	+63%	+$192K	0.04%	150
2025 Q4	$291K	Buy	+2,925	New	+$291K	0.02%	190
2025 Q1	–	Sell	-96,443	Closed	-$8.62M	–	777
2024 Q4	$8.62M	Buy	+96,443	New	+$8.9M	0.37%	50

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

Heck Capital Advisors's VTWO Position: Q2 2026 in Review

Heck Capital Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 2.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,907 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #144.

Heck Capital Advisors first reported a position in VTWO in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.62M in Q4 2024. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Heck Capital Advisors held 4,907 shares of Vanguard Russell 2000 ETF worth $596K as of Q2 2026.
Heck Capital Advisors bought 139 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $15.8K.
Vanguard Russell 2000 ETF made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #144 holding.
Heck Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
Heck Capital Advisors's Vanguard Russell 2000 ETF position peaked at $8.62M in Q4 2024.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.