NYLIM
VTWO icon

New York Life Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

New York Life 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 		$5.7M Buy
46,924
+8,551
+22% +$971K 0.04% 319
2026
Q1 		$3.84M Buy
38,373
+10,079
+36% +$1.05M 0.03% 390
2025
Q4 		$2.82M Buy
28,294
+9,660
+52% +$960K 0.02% 450
2025
Q3 		$1.82M Buy
+18,634
New +$1.73M 0.02% 558

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's VTWO Position: Q2 2026 in Review

New York Life Investment Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 22% in Q2 2026, buying an estimated $971K and bringing the position to 46,924 shares worth $5.7M. The position accounts for 0.04% of the portfolio, ranked #319.

New York Life Investment Management first reported a position in VTWO in Q3 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • New York Life Investment Management held 46,924 shares of Vanguard Russell 2000 ETF worth $5.7M as of Q2 2026.
  • New York Life Investment Management bought 8,551 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $971K.
  • Vanguard Russell 2000 ETF made up 0.04% of New York Life Investment Management's portfolio in Q2 2026, its #319 holding.
  • New York Life Investment Management first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.