Operose Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Operose Advisors’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	$4.62M	Buy	38,052 +40	+0.1%	+$4.54K	0.89%	18
2026 Q1	$3.81M	Sell	38,012 -21,011	-36%	-$2.19M	0.88%	17
2025 Q4	$5.87M	Buy	59,023 +58,683	+17,260%	+$5.83M	1.37%	10
2025 Q3	$33.3K	Hold	340	–	–	0.01%	291
2025 Q2	$29.7K	Hold	340	–	–	0.01%	269
2025 Q1	$27.4K	Hold	340	–	–	0.01%	255
2024 Q4	$30.4K	Hold	340	–	–	0.01%	246
2024 Q3	$30.4K	Buy	+340	New	+$29.4K	0.01%	341

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

Operose Advisors's VTWO Position: Q2 2026 in Review

Operose Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.11% in Q2 2026, buying an estimated $4.54K and bringing the position to 38,052 shares worth $4.62M. The position accounts for 0.89% of the portfolio, ranked #18.

Operose Advisors first reported a position in VTWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.87M in Q4 2025. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Operose Advisors held 38,052 shares of Vanguard Russell 2000 ETF worth $4.62M as of Q2 2026.
Operose Advisors bought 40 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $4.54K.
Vanguard Russell 2000 ETF made up 0.89% of Operose Advisors's portfolio in Q2 2026, its #18 holding.
Operose Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Operose Advisors's Vanguard Russell 2000 ETF position peaked at $5.87M in Q4 2025.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.