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

LBMC 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
Q1 		$15M Sell
149,385
-1,908
-1% -$199K 0.91% 19
2025
Q4 		$15.1M Buy
151,293
+166
+0.1% +$16.5K 0.93% 21
2025
Q3 		$14.8M Sell
151,127
-11,246
-7% -$1.04M 0.94% 20
2025
Q2 		$14.2M Buy
162,373
+13,408
+9% +$1.09M 1.01% 17
2025
Q1 		$12M Buy
148,965
+48
+0% +$4.21K 0.94% 19
2024
Q4 		$13.3M Buy
148,917
+2,698
+2% +$249K 1.05% 16
2024
Q3 		$13.1M Buy
146,219
+417
+0.3% +$36.1K 1.03% 16
2024
Q2 		$12M Sell
145,802
-9,147
-6% -$748K 1.04% 16
2024
Q1 		$13.2M Buy
154,949
+76
+0% +$6.13K 1.14% 14
2023
Q4 		$12.6M Buy
154,873
+10,029
+7% +$726K 1.19% 13
2023
Q3 		$10M Sell
144,844
-2,625
-2% -$199K 1.07% 14
2023
Q2 		$11.2M Buy
147,469
+103
+0.1% +$7.42K 1.1% 14
2023
Q1 		$10.6M Sell
147,366
-1,542
-1% -$115K 1.07% 15
2022
Q4 		$10.5M Sell
148,908
-11,860
-7% -$852K 1.11% 14
2022
Q3 		$10.7M Sell
160,768
-6,839
-4% -$503K 1.23% 11
2022
Q2 		$11.5M Sell
167,607
-8,775
-5% -$653K 1.24% 11
2022
Q1 		$14.6M Buy
176,382
+33,182
+23% +$2.73M 1.29% 11
2021
Q4 		$12.9M Buy
143,200
+56,548
+65% +$5.16M 1.11% 12
2021
Q3 		$9.6K Sell
86,652
-23,646
-21% -$2.12M 0.9% 18
2021
Q2 		$10.2M Sell
110,298
-2,904
-3% -$264K 0.97% 15
2021
Q1 		$10.1M Buy
113,202
+28
+0% +$2.47K 1.06% 14
2020
Q4 		$8.96M Buy
113,174
+3,108
+3% +$220K 1.06% 15
2020
Q3 		$6.66M Buy
110,066
+5,278
+5% +$320K 0.92% 18
2020
Q2 		$6.05M Buy
104,788
+48,132
+85% +$2.55M 0.95% 15
2020
Q1 		$2.61M Buy
56,656
+16
+0% +$959 0.49% 21
2019
Q4 		$3.77M Sell
56,640
-316
-0.6% -$20.1K 0.53% 21
2019
Q3 		$3.47M Hold
56,956
– – 0.53% 20
2019
Q2 		$3.56M Buy
56,956
+190
+0.3% +$11.8K 0.54% 20
2019
Q1 		$3.49M Buy
56,766
+560
+1% +$33.8K 0.55% 21
2018
Q4 		$3.02M Buy
56,206
+400
+0.7% +$24K 0.56% 20
2018
Q3 		$3.78M Sell
55,806
-22,892
-29% -$1.55M 0.6% 18
2018
Q2 		$5.16M Buy
78,698
+2,398
+3% +$154K 0.85% 14
2018
Q1 		$4.65M Sell
76,300
-16,132
-17% -$1,000K 0.81% 15
2017
Q4 		$5.65M Sell
92,432
-18,108
-16% -$1.09M 0.92% 15
2017
Q3 		$6.57M Buy
110,540
+368
+0.3% +$20.8K 1.13% 13
2017
Q2 		$6.21M Hold
110,172
– – 1.09% 14
2017
Q1 		$6.08M Buy
110,172
+182
+0.2% +$9.96K 1.09% 14
2016
Q4 		$5.94M Buy
109,990
+504
+0.5% +$25.8K 1.11% 12
2016
Q3 		$5.45M Buy
109,486
+448
+0.4% +$21.8K 1.05% 14
2016
Q2 		$5.01M Buy
109,038
+384
+0.4% +$17.4K 1% 14
2016
Q1 		$4.82M Buy
108,654
+188
+0.2% +$7.79K 1% 14
2015
Q4 		$4.89M Buy
108,466
+3,720
+4% +$172K 1.06% 14
2015
Q3 		$4.59M Buy
104,746
+740
+0.7% +$35.3K 1.04% 13
2015
Q2 		$5.21M Hold
104,006
– – 1.11% 13
2015
Q1 		$5.18M Hold
104,006
– – 1.16% 12
2014
Q4 		$4.97M Buy
104,006
+310
+0.3% +$14.3K 1.15% 12
2014
Q3 		$4.56M Sell
103,696
-9,010
-8% -$414K 1.11% 14
2014
Q2 		$5.35M Sell
112,706
-10,700
-9% -$486K 1.45% 14
2014
Q1 		$5.74M Buy
123,406
+290
+0.2% +$13.3K 1.45% 14
2013
Q4 		$5.66M Hold
123,116
– – 1.48% 14
2013
Q3 		$5.27M Hold
123,116
– – 1.56% 15
2013
Q2 		$4.79M Buy
+123,116
New +$4.69M 1.66% 14

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

LBMC Investment Advisors's VTWO Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.3% in Q1 2026, selling an estimated $199K and leaving 149,385 shares worth $15M. The position accounts for 0.91% of the portfolio, ranked #19.

LBMC Investment Advisors first reported a position in VTWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.1M in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • LBMC Investment Advisors held 149,385 shares of Vanguard Russell 2000 ETF worth $15M as of Q1 2026.
  • LBMC Investment Advisors sold 1,908 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $199K.
  • Vanguard Russell 2000 ETF made up 0.91% of LBMC Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's Vanguard Russell 2000 ETF position peaked at $15.1M in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.