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NEOS Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NEOS Investment 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
Q1 		$662M Buy
6,604,674
+2,088,921
+46% +$218M 3.34% 5
2025
Q4 		$449M Buy
4,515,753
+1,006,903
+29% +$100M 2.6% 10
2025
Q3 		$343M Buy
3,508,850
+1,168,230
+50% +$108M 2.57% 7
2025
Q2 		$204M Buy
2,340,620
+372,845
+19% +$30.3M 2.53% 7
2025
Q1 		$159M Buy
1,967,775
+381,514
+24% +$33.5M 3.01% 5
2024
Q4 		$142M Buy
1,586,261
+853,963
+117% +$78.8M 3.34% 5
2024
Q3 		$65.4M Buy
732,298
+720,198
+5,952% +$62.3M 1.98% 7
2024
Q2 		$992K Buy
+12,100
New +$989K 0.04% 329
2024
Q1 		– Sell
-154,591
Closed -$12.5M – 577
2023
Q4 		$12.5M Sell
154,591
-14,909
-9% -$1.08M 1.19% 12
2023
Q3 		$12.1M Buy
+169,500
New +$12.9M 1.55% 10

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NEOS Investment Management's VTWO Position: Q1 2026 in Review

NEOS Investment Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 46% in Q1 2026, buying an estimated $218M and bringing the position to 6,604,674 shares worth $662M. The position accounts for 3.34% of the portfolio, ranked #5.

NEOS Investment Management first reported a position in VTWO in Q3 2023 and has held it in 10 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • NEOS Investment Management held 6,604,674 shares of Vanguard Russell 2000 ETF worth $662M as of Q1 2026.
  • NEOS Investment Management bought 2,088,921 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $218M.
  • Vanguard Russell 2000 ETF made up 3.34% of NEOS Investment Management's portfolio in Q1 2026, its #5 holding.
  • NEOS Investment Management first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 10 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.