Luther King Capital Management (LKCM)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	311
2026 Q1	–	Hold	0	–	–	–	326
2025 Q4	–	Hold	0	–	–	–	321
2025 Q3	–	Hold	0	–	–	–	324
2025 Q2	–	Hold	0	–	–	–	343
2015 Q3	–	Sell	-11,020	Closed	-$552K	–	563
2015 Q2	$552K	Hold	11,020	–	–	﹤0.01%	417
2015 Q1	$549K	Hold	11,020	–	–	﹤0.01%	423
2014 Q4	$526K	Sell	11,020 -942	-8%	-$43.3K	﹤0.01%	429
2014 Q3	$526K	Buy	11,962 +366	+3%	+$16.8K	﹤0.01%	450
2014 Q2	$551K	Buy	11,596 +324	+3%	+$14.7K	﹤0.01%	446
2014 Q1	$525K	Buy	+11,272	New	+$519K	﹤0.01%	437

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

Luther King Capital Management (LKCM)'s VTWO Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 0 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #311.

Luther King Capital Management (LKCM) first reported a position in VTWO in Q1 2014 and has held it in 6 quarters since. The position peaked at $552K in Q2 2015. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of Vanguard Russell 2000 ETF worth $3.13M as of Q2 2026.
Luther King Capital Management (LKCM) left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #311 holding.
Luther King Capital Management (LKCM) first reported a position in Vanguard Russell 2000 ETF in Q1 2014 and has held it in 6 quarters since.
Luther King Capital Management (LKCM)'s Vanguard Russell 2000 ETF position peaked at $552K in Q2 2015.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.