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Rockbridge Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rockbridge 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 		$14.8M Buy
121,911
+6,987
+6% +$793K 1.2% 14
2026
Q1 		$11.5M Buy
114,924
+13,393
+13% +$1.4M 1.03% 16
2025
Q4 		$10.1M Buy
101,531
+18,409
+22% +$1.83M 0.94% 17
2025
Q3 		$8.13M Buy
83,122
+10,024
+14% +$930K 0.8% 19
2025
Q2 		$6.38M Buy
73,098
+14,450
+25% +$1.18M 0.68% 22
2025
Q1 		$4.73M Buy
58,648
+9,437
+19% +$828K 0.56% 25
2024
Q4 		$4.4M Buy
49,211
+16,094
+49% +$1.48M 0.56% 26
2024
Q3 		$2.96M Buy
+33,117
New +$2.87M 0.38% 30
2024
Q1 		– Sell
-291
Closed -$23.6K – 623
2023
Q4 		$23.6K Buy
+291
New +$21.1K ﹤0.01% 316
2022
Q3 		– Sell
-1,581
Closed -$108K – 590
2022
Q2 		$108K Sell
1,581
-32,789
-95% -$2.44M 0.02% 149
2022
Q1 		$2.88M Buy
34,370
+1
+0% +$82 0.44% 40
2021
Q4 		$3.09M Buy
34,369
+6
+0% +$548 0.45% 37
2021
Q3 		$3.04M Sell
34,363
-222
-0.6% -$19.9K 0.5% 34
2021
Q2 		$3.2M Sell
34,585
-919
-3% -$83.5K 0.54% 33
2021
Q1 		$3.17M Sell
35,504
-1,758
-5% -$155K 0.6% 31
2020
Q4 		$2.95M Sell
37,262
-358
-1% -$25.3K 0.6% 31
2020
Q3 		$2.27M Buy
37,620
+300
+0.8% +$18.2K 0.54% 33
2020
Q2 		$2.15M Buy
+37,320
New +$1.97M 0.56% 34

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rockbridge Investment Management's VTWO Position: Q2 2026 in Review

Rockbridge Investment Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 6.1% in Q2 2026, buying an estimated $793K and bringing the position to 121,911 shares worth $14.8M. The position accounts for 1.2% of the portfolio, ranked #14.

Rockbridge Investment Management first reported a position in VTWO in Q2 2020 and has held it in 18 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Rockbridge Investment Management held 121,911 shares of Vanguard Russell 2000 ETF worth $14.8M as of Q2 2026.
  • Rockbridge Investment Management bought 6,987 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $793K.
  • Vanguard Russell 2000 ETF made up 1.2% of Rockbridge Investment Management's portfolio in Q2 2026, its #14 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 18 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.