Rockefeller Capital Management
VTWO icon

Rockefeller Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rockefeller Capital 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 		$31M Buy
255,238
+55,464
+28% +$6.3M 0.05% 353
2026
Q1 		$20M Buy
199,774
+19,377
+11% +$2.02M 0.04% 445
2025
Q4 		$18M Sell
180,397
-4,261
-2% -$424K 0.03% 466
2025
Q3 		$18.1M Buy
184,658
+17,054
+10% +$1.58M 0.04% 445
2025
Q2 		$14.6M Buy
167,604
+13,427
+9% +$1.09M 0.03% 480
2025
Q1 		$12.4M Sell
154,177
-33,331
-18% -$2.92M 0.03% 503
2024
Q4 		$16.8M Buy
187,508
+13,096
+8% +$1.21M 0.04% 391
2024
Q3 		$15.6M Buy
174,412
+20,222
+13% +$1.75M 0.04% 410
2024
Q2 		$12.6M Sell
154,190
-78,442
-34% -$6.41M 0.04% 438
2024
Q1 		$19.8M Buy
232,632
+81,308
+54% +$6.55M 0.06% 328
2023
Q4 		$12.3M Buy
151,324
+34,372
+29% +$2.49M 0.04% 401
2023
Q3 		$8.36M Buy
116,952
+28,283
+32% +$2.15M 0.03% 467
2023
Q2 		$6.71M Buy
88,669
+3,077
+4% +$222K 0.03% 531
2023
Q1 		$6.17M Buy
85,592
+5,205
+6% +$387K 0.03% 532
2022
Q4 		$5.66M Buy
80,387
+3,677
+5% +$264K 0.03% 505
2022
Q3 		$5.11M Sell
76,710
-12,856
-14% -$946K 0.03% 525
2022
Q2 		$6.12M Buy
89,566
+24,580
+38% +$1.83M 0.03% 460
2022
Q1 		$5.38M Sell
64,986
-12,717
-16% -$1.05M 0.03% 531
2021
Q4 		$6.98M Buy
77,703
+12,185
+19% +$1.11M 0.03% 444
2021
Q3 		$5.79M Buy
65,518
+6,033
+10% +$540K 0.03% 439
2021
Q2 		$5.5M Buy
59,485
+37,345
+169% +$3.39M 0.03% 427
2021
Q1 		$1.97M Buy
22,140
+6,404
+41% +$564K 0.01% 581
2020
Q4 		$1.25M Buy
15,736
+2,360
+18% +$167K 0.01% 636
2020
Q3 		$808K Buy
13,376
+10,492
+364% +$636K 0.01% 654
2020
Q2 		$166K Buy
2,884
+370
+15% +$19.6K ﹤0.01% 1008
2020
Q1 		$116K Buy
2,514
+1,544
+159% +$92.5K ﹤0.01% 977
2019
Q4 		$65K Buy
970
+38
+4% +$2.41K ﹤0.01% 1086
2019
Q3 		$57K Buy
932
+930
+46,500% +$57.1K ﹤0.01% 927
2019
Q2 		$0 Hold
2
– – ﹤0.01% 2003
2019
Q1 		$0 Buy
+2
New +$121 ﹤0.01% 1941

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 22.9% 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

Rockefeller Capital Management's VTWO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 28% in Q2 2026, buying an estimated $6.3M and bringing the position to 255,238 shares worth $31M. The position accounts for 0.05% of the portfolio, ranked #353.

Rockefeller Capital Management first reported a position in VTWO in Q1 2019 and has held it in 30 quarters since. 744 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Rockefeller Capital Management held 255,238 shares of Vanguard Russell 2000 ETF worth $31M as of Q2 2026.
  • Rockefeller Capital Management bought 55,464 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $6.3M.
  • Vanguard Russell 2000 ETF made up 0.05% of Rockefeller Capital Management's portfolio in Q2 2026, its #353 holding.
  • Rockefeller Capital Management first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
  • 744 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.