Partners Capital Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Partners Capital Investment Group’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	$20.1M	Buy	165,262 +50,565	+44%	+$5.74M	0.71%	25
2026 Q1	$11.5M	Buy	114,697 +231	+0.2%	+$24.1K	0.43%	34
2025 Q4	$11.4M	Buy	114,466 +347	+0.3%	+$34.5K	0.42%	35
2025 Q3	$11.2M	Buy	114,119 +309	+0.3%	+$28.7K	0.44%	35
2025 Q2	$9.93M	Sell	113,810 -164,470	-59%	-$13.4M	0.4%	35
2025 Q1	$22.4M	Buy	278,280 +139,700	+101%	+$12.3M	0.38%	39
2024 Q4	$12.4M	Sell	138,580 -172,816	-55%	-$15.9M	0.34%	38
2024 Q3	$27.8M	Buy	311,396 +1,670	+0.5%	+$144K	0.44%	36
2024 Q2	$25.3M	Buy	309,726 +154,863	+100%	+$12.7M	0.43%	36
2024 Q1	$13.2M	Sell	154,863 -179,973	-54%	-$14.5M	0.36%	42
2023 Q4	$27.2M	Buy	334,836 +1,330	+0.4%	+$96.3K	0.6%	29
2023 Q3	$23.8M	Buy	333,506 +216,344	+185%	+$16.4M	0.57%	30
2023 Q2	$8.86M	Buy	117,162 +58,708	+100%	+$4.23M	0.19%	84
2023 Q1	$4.21M	Buy	+58,454	New	+$4.34M	0.18%	76

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 22.9% 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

Partners Capital Investment Group's VTWO Position: Q2 2026 in Review

Partners Capital Investment Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 44% in Q2 2026, buying an estimated $5.74M and bringing the position to 165,262 shares worth $20.1M. The position accounts for 0.71% of the portfolio, ranked #25.

Partners Capital Investment Group first reported a position in VTWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.8M in Q3 2024. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Partners Capital Investment Group held 165,262 shares of Vanguard Russell 2000 ETF worth $20.1M as of Q2 2026.
Partners Capital Investment Group bought 50,565 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.74M.
Vanguard Russell 2000 ETF made up 0.71% of Partners Capital Investment Group's portfolio in Q2 2026, its #25 holding.
Partners Capital Investment Group first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
Partners Capital Investment Group's Vanguard Russell 2000 ETF position peaked at $27.8M in Q3 2024.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.