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Linscomb Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Linscomb Wealth’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 		$697K Sell
5,737
-341
-6% -$38.7K 0.03% 206
2026
Q1 		$609K Sell
6,078
-111
-2% -$11.6K 0.03% 228
2025
Q4 		$616K Sell
6,189
-115
-2% -$11.4K 0.03% 212
2025
Q3 		$617K Sell
6,304
-813
-11% -$75.5K 0.03% 218
2025
Q2 		$621K Sell
7,117
-111
-2% -$9.03K 0.03% 214
2025
Q1 		$583K Sell
7,228
-305
-4% -$26.8K 0.03% 216
2024
Q4 		$673K Sell
7,533
-42
-0.6% -$3.88K 0.03% 202
2024
Q3 		$677K Sell
7,575
-185
-2% -$16K 0.03% 205
2024
Q2 		$636K Sell
7,760
-1,002
-11% -$81.9K 0.03% 200
2024
Q1 		$745K Buy
8,762
+583
+7% +$47K 0.04% 190
2023
Q4 		$663K Sell
8,179
-646
-7% -$46.8K 0.04% 191
2023
Q3 		$630K Sell
8,825
-1,080
-11% -$81.9K 0.04% 188
2023
Q2 		$749K Sell
9,905
-3,130
-24% -$226K 0.04% 177
2023
Q1 		$940K Sell
13,035
-1,275
-9% -$94.8K 0.05% 169
2022
Q4 		$1.01M Buy
14,310
+1,330
+10% +$95.6K 0.05% 175
2022
Q3 		$865K Buy
12,980
+430
+3% +$31.7K 0.05% 163
2022
Q2 		$858K Sell
12,550
-1,286
-9% -$95.7K 0.05% 167
2022
Q1 		$1.15M Sell
13,836
-5,405
-28% -$445K 0.05% 171
2021
Q4 		$1.73M Buy
19,241
+240
+1% +$21.9K 0.08% 144
2021
Q3 		$1.68M Sell
19,001
-61
-0.3% -$5.46K 0.09% 138
2021
Q2 		$1.76M Buy
19,062
+250
+1% +$22.7K 0.09% 131
2021
Q1 		$1.68M Buy
18,812
+1,262
+7% +$111K 0.09% 130
2020
Q4 		$1.39M Buy
17,550
+1,452
+9% +$103K 0.08% 138
2020
Q3 		$973K Buy
16,098
+1,024
+7% +$62.1K 0.07% 151
2020
Q2 		$870K Buy
+15,074
New +$797K 0.06% 155

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

Linscomb Wealth's VTWO Position: Q2 2026 in Review

Linscomb Wealth reduced its Vanguard Russell 2000 ETF (VTWO) stake by 5.6% in Q2 2026, selling an estimated $38.7K and leaving 5,737 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #206.

Linscomb Wealth first reported a position in VTWO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.76M in Q2 2021. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Linscomb Wealth held 5,737 shares of Vanguard Russell 2000 ETF worth $697K as of Q2 2026.
  • Linscomb Wealth sold 341 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $38.7K.
  • Vanguard Russell 2000 ETF made up 0.03% of Linscomb Wealth's portfolio in Q2 2026, its #206 holding.
  • Linscomb Wealth first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Linscomb Wealth's Vanguard Russell 2000 ETF position peaked at $1.76M in Q2 2021.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.