McLean Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

McLean Asset Management’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	$2.89M	Sell	24,578 -2,191	-8%	-$249K	0.38%	36
2026 Q1	$2.68M	Sell	26,769 -2,480	-8%	-$259K	0.47%	31
2025 Q4	$3.11M	Sell	29,249 -834	-3%	-$82.9K	0.56%	28
2025 Q3	$3M	Buy	30,083 +1,266	+4%	+$117K	0.62%	26
2025 Q2	$2.57M	Buy	28,817 +674	+2%	+$54.8K	0.68%	25
2025 Q1	$1.99M	Sell	28,143 -1,977	-7%	-$173K	0.66%	27
2024 Q4	$2.69M	Buy	30,120 +6,216	+26%	+$573K	0.81%	24
2024 Q3	$2.12M	Buy	23,904 +1,264	+6%	+$109K	0.64%	27
2024 Q2	$1.86M	Buy	22,640 +5,371	+31%	+$439K	0.6%	30
2024 Q1	$1.44M	Buy	17,269 +1,945	+13%	+$157K	0.49%	33
2023 Q4	$1.2M	Buy	15,324 +4,230	+38%	+$306K	0.45%	32
2023 Q3	$789K	Buy	11,094 +749	+7%	+$56.8K	0.32%	44
2023 Q2	$782K	Buy	10,345 +1,760	+21%	+$127K	0.31%	43
2023 Q1	$619K	Buy	8,585 +1,082	+14%	+$80.4K	0.25%	51
2022 Q4	$528K	Buy	7,503 +1,546	+26%	+$111K	0.18%	63
2022 Q3	$406K	Buy	5,957 +2,028	+52%	+$149K	0.16%	67
2022 Q2	$272K	Buy	+3,929	New	+$292K	0.11%	90

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

McLean Asset Management's VTWO Position: Q2 2026 in Review

McLean Asset Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 8.2% in Q2 2026, selling an estimated $249K and leaving 24,578 shares worth $2.89M. The position accounts for 0.38% of the portfolio, ranked #36.

McLean Asset Management first reported a position in VTWO in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.11M in Q4 2025. 742 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

McLean Asset Management held 24,578 shares of Vanguard Russell 2000 ETF worth $2.89M as of Q2 2026.
McLean Asset Management sold 2,191 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $249K.
Vanguard Russell 2000 ETF made up 0.38% of McLean Asset Management's portfolio in Q2 2026, its #36 holding.
McLean Asset Management first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
McLean Asset Management's Vanguard Russell 2000 ETF position peaked at $3.11M in Q4 2025.
742 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.