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LRI Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

LRI Investments’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 		$15.4K Hold
127
– – ﹤0.01% 842
2026
Q1 		$12.7K Hold
127
– – ﹤0.01% 816
2025
Q4 		$12.6K Hold
127
– – ﹤0.01% 808
2025
Q3 		$12.4K Hold
127
– – ﹤0.01% 820
2025
Q2 		$11.1K Hold
127
– – ﹤0.01% 820
2025
Q1 		$10.2K Hold
127
– – ﹤0.01% 792
2024
Q4 		$11.3K Hold
127
– – ﹤0.01% 764
2024
Q3 		$11.9K Hold
127
– – ﹤0.01% 752
2024
Q2 		$10.4K Hold
127
– – ﹤0.01% 740
2024
Q1 		$10.8K Buy
+127
New +$10.2K ﹤0.01% 491

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

LRI Investments's VTWO Position: Q2 2026 in Review

LRI Investments held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 127 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

LRI Investments first reported a position in VTWO in Q1 2024 and has held it in 10 quarters since. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • LRI Investments held 127 shares of Vanguard Russell 2000 ETF worth $15.4K as of Q2 2026.
  • LRI Investments left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #842 holding.
  • LRI Investments first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.