LC
VTWO icon

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

Lindbrook 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
2025
Q1 		$277 Hold
3
– – ﹤0.01% 2688
2024
Q4 		$306 Hold
3
– – ﹤0.01% 2689
2024
Q3 		$306 Buy
+3
New +$260 ﹤0.01% 2750

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lindbrook Capital's VTWO Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2025 at 3 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Lindbrook Capital first reported a position in VTWO in Q3 2024 and has held it in 3 quarters since. The position peaked at $306 in Q4 2024. 582 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • Lindbrook Capital held 3 shares of Vanguard Russell 2000 ETF worth $277 as of Q1 2025.
  • Lindbrook Capital left its Vanguard Russell 2000 ETF share count unchanged in Q1 2025.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2688 holding.
  • Lindbrook Capital first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Vanguard Russell 2000 ETF position peaked at $306 in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.