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Simon Quick Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Simon Quick Advisors’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 		– Sell
-32,734
Closed -$3.26M – 428
2025
Q4 		$3.26M Buy
32,734
+3
+0% +$298 0.14% 101
2025
Q3 		$3.2M Buy
32,731
+749
+2% +$69.5K 0.14% 103
2025
Q2 		$2.79M Buy
+31,982
New +$2.6M 0.14% 101

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Simon Quick Advisors's VTWO Position: Q1 2026 in Review

Simon Quick Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 32,734 shares — an estimated $3.26M sold.

Simon Quick Advisors first reported a position in VTWO in Q2 2025 and held it in 3 quarters. The position peaked at $3.26M in Q4 2025. 681 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Simon Quick Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 32,734 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $3.26M.
  • Simon Quick Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and held it in 3 quarters.
  • Simon Quick Advisors's Vanguard Russell 2000 ETF position peaked at $3.26M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.