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IEQ Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

IEQ Capital’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 		$852K Buy
7,018
+2,458
+54% +$279K ﹤0.01% 1175
2026
Q1 		$457K Buy
4,560
+32
+0.7% +$3.34K ﹤0.01% 1347
2025
Q4 		$451K Sell
4,528
-631
-12% -$62.7K ﹤0.01% 1383
2025
Q3 		$505K Buy
5,159
+239
+5% +$22.2K ﹤0.01% 1287
2025
Q2 		$429K Sell
4,920
-3,294
-40% -$268K ﹤0.01% 1236
2025
Q1 		$662K Buy
8,214
+5,557
+209% +$488K 0.01% 875
2024
Q4 		$237K Buy
2,657
+99
+4% +$9.13K ﹤0.01% 1123
2024
Q3 		$229K Sell
2,558
-337
-12% -$29.2K ﹤0.01% 1021
2024
Q2 		$237K Buy
+2,895
New +$237K ﹤0.01% 865

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

IEQ Capital's VTWO Position: Q2 2026 in Review

IEQ Capital increased its Vanguard Russell 2000 ETF (VTWO) stake by 54% in Q2 2026, buying an estimated $279K and bringing the position to 7,018 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

IEQ Capital first reported a position in VTWO in Q2 2024 and has held it in 9 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • IEQ Capital held 7,018 shares of Vanguard Russell 2000 ETF worth $852K as of Q2 2026.
  • IEQ Capital bought 2,458 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $279K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1175 holding.
  • IEQ Capital first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.