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

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

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. 743 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.
743 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.