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Monarch Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Monarch Capital 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 		$1.08M Buy
8,867
+306
+4% +$34.7K 0.25% 77
2026
Q1 		$858K Buy
8,561
+1,000
+13% +$104K 0.21% 77
2025
Q4 		$752K Buy
7,561
+2,915
+63% +$290K 0.19% 81
2025
Q3 		$454K Buy
4,646
+1,100
+31% +$102K 0.11% 99
2025
Q2 		$309K Buy
3,546
+800
+29% +$65.1K 0.08% 107
2025
Q1 		$221K Sell
2,746
-76
-3% -$6.67K 0.06% 110
2024
Q4 		$252K Buy
2,822
+355
+14% +$32.8K 0.07% 109
2024
Q3 		$220K Buy
+2,467
New +$213K 0.06% 114

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

Monarch Capital Management's VTWO Position: Q2 2026 in Review

Monarch Capital Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 3.6% in Q2 2026, buying an estimated $34.7K and bringing the position to 8,867 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #77.

Monarch Capital Management first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Monarch Capital Management held 8,867 shares of Vanguard Russell 2000 ETF worth $1.08M as of Q2 2026.
  • Monarch Capital Management bought 306 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $34.7K.
  • Vanguard Russell 2000 ETF made up 0.25% of Monarch Capital Management's portfolio in Q2 2026, its #77 holding.
  • Monarch Capital Management first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.