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Optima Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Optima Capital’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 		$3.16M Buy
26,056
+8,756
+51% +$994K 1.25% 23
2026
Q1 		$1.73M Buy
17,300
+1,124
+7% +$117K 0.8% 39
2025
Q4 		$1.61M Buy
+16,176
New +$1.61M 0.7% 45

Other funds holding VTWO

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Optima Capital's VTWO Position: Q2 2026 in Review

Optima Capital increased its Vanguard Russell 2000 ETF (VTWO) stake by 51% in Q2 2026, buying an estimated $994K and bringing the position to 26,056 shares worth $3.16M. The position accounts for 1.25% of the portfolio, ranked #23.

Optima Capital first reported a position in VTWO in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Optima Capital held 26,056 shares of Vanguard Russell 2000 ETF worth $3.16M as of Q2 2026.
  • Optima Capital bought 8,756 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $994K.
  • Vanguard Russell 2000 ETF made up 1.25% of Optima Capital's portfolio in Q2 2026, its #23 holding.
  • Optima Capital first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.