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 Q2	$1.03B	Buy	8,513,553 +1,908,879	+29%	+$217M	3.81%	4
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 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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

NEOS Investment Management's VTWO Position: Q2 2026 in Review

NEOS Investment Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 29% in Q2 2026, buying an estimated $217M and bringing the position to 8,513,553 shares worth $1.03B. The position accounts for 3.81% of the portfolio, ranked #4.

NEOS Investment Management first reported a position in VTWO in Q3 2023 and has held it in 11 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

NEOS Investment Management held 8,513,553 shares of Vanguard Russell 2000 ETF worth $1.03B as of Q2 2026.
NEOS Investment Management bought 1,908,879 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $217M.
Vanguard Russell 2000 ETF made up 3.81% of NEOS Investment Management's portfolio in Q2 2026, its #4 holding.
NEOS Investment Management first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.