IPG Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

IPG Investment 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	–	Sell	-5,679	Closed	-$569K	–	306
2026 Q1	$569K	Hold	5,679	–	–	0.1%	131
2025 Q4	$565K	Hold	5,679	–	–	0.1%	129
2025 Q3	$556K	Buy	+5,679	New	+$527K	0.1%	120
2025 Q2	–	Sell	-3,030	Closed	-$244K	–	210
2025 Q1	$244K	Hold	3,030	–	–	0.06%	143
2024 Q4	$271K	Buy	+3,030	New	+$280K	0.06%	136
2022 Q1	–	Sell	-3,054	Closed	-$275K	–	224
2021 Q4	$275K	Hold	3,054	–	–	0.05%	153
2021 Q3	$270K	Hold	3,054	–	–	0.09%	96
2021 Q2	$283K	Hold	3,054	–	–	0.08%	107
2021 Q1	$272K	Buy	+3,054	New	+$269K	0.05%	153

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

IPG Investment Advisors's VTWO Position: Q2 2026 in Review

IPG Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2026, closing a stake of 5,679 shares — an estimated $569K sold.

IPG Investment Advisors first reported a position in VTWO in Q1 2021 and held it in 9 quarters. The position peaked at $569K in Q1 2026. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

IPG Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
IPG Investment Advisors sold 5,679 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $569K.
IPG Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 9 quarters.
IPG Investment Advisors's Vanguard Russell 2000 ETF position peaked at $569K in Q1 2026.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.