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Oppenheimer & Co’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Oppenheimer & Co’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 		$947K Buy
9,452
+174
+2% +$18.1K 0.01% 886
2025
Q4 		$923K Sell
9,278
-711
-7% -$70.7K 0.01% 836
2025
Q3 		$977K Sell
9,989
-2,294
-19% -$213K 0.01% 900
2025
Q2 		$1.07M Sell
12,283
-3,317
-21% -$270K 0.01% 819
2025
Q1 		$1.26M Sell
15,600
-451
-3% -$39.6K 0.02% 708
2024
Q4 		$1.43M Buy
16,051
+3,683
+30% +$340K 0.02% 658
2024
Q3 		$1.11M Buy
12,368
+6,152
+99% +$532K 0.02% 763
2024
Q2 		$510K Sell
6,216
-657
-10% -$53.7K 0.01% 1003
2024
Q1 		$585K Buy
+6,873
New +$554K 0.01% 940
2021
Q4 		– Sell
-5,568
Closed -$492K – 1580
2021
Q3 		$492K Buy
5,568
+22
+0.4% +$1.97K 0.01% 1021
2021
Q2 		$513K Sell
5,546
-2
-0% -$182 0.01% 1021
2021
Q1 		$495K Buy
+5,548
New +$489K 0.01% 970
2020
Q1 		– Sell
-3,300
Closed -$220K – 1341
2019
Q4 		$220K Hold
3,300
– – 0.01% 1143
2019
Q3 		$201K Hold
3,300
– – 0.01% 1142
2019
Q2 		$206K Hold
3,300
– – 0.01% 1178
2019
Q1 		$203K Sell
3,300
-500
-13% -$30.2K 0.01% 1218
2018
Q4 		$204K Hold
3,800
– – 0.01% 1095
2018
Q3 		$257K Hold
3,800
– – 0.01% 1127
2018
Q2 		$249K Hold
3,800
– – 0.01% 1137
2018
Q1 		$232K Hold
3,800
– – 0.01% 1162
2017
Q4 		$232K Sell
3,800
-44
-1% -$2.65K 0.01% 1163
2017
Q3 		$229K Sell
3,844
-520
-12% -$29.4K 0.01% 1140
2017
Q2 		$246K Sell
4,364
-1,776
-29% -$98.6K 0.01% 1093
2017
Q1 		$339K Buy
+6,140
New +$336K 0.01% 951

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
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 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

Oppenheimer & Co's VTWO Position: Q1 2026 in Review

Oppenheimer & Co increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.9% in Q1 2026, buying an estimated $18.1K and bringing the position to 9,452 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #886.

Oppenheimer & Co first reported a position in VTWO in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.43M in Q4 2024. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Oppenheimer & Co held 9,452 shares of Vanguard Russell 2000 ETF worth $947K as of Q1 2026.
  • Oppenheimer & Co bought 174 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $18.1K.
  • Vanguard Russell 2000 ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #886 holding.
  • Oppenheimer & Co first reported a position in Vanguard Russell 2000 ETF in Q1 2017 and has held it in 24 quarters since.
  • Oppenheimer & Co's Vanguard Russell 2000 ETF position peaked at $1.43M in Q4 2024.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.