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Stephens Inc’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Stephens Inc’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 		$2.4M Buy
19,804
+8,984
+83% +$1.02M 0.03% 453
2026
Q1 		$1.08M Hold
10,820
– – 0.01% 620
2025
Q4 		$1.08M Hold
10,820
– – 0.01% 617
2025
Q3 		$1.06M Hold
10,820
– – 0.01% 624
2025
Q2 		$944K Buy
10,820
+40
+0.4% +$3.25K 0.01% 638
2025
Q1 		$869K Sell
10,780
-100
-0.9% -$8.77K 0.01% 649
2024
Q4 		$972K Buy
10,880
+100
+0.9% +$9.23K 0.01% 617
2024
Q3 		$963K Buy
10,780
+2,775
+35% +$240K 0.01% 617
2024
Q2 		$656K Buy
8,005
+2,471
+45% +$202K 0.01% 698
2024
Q1 		$471K Buy
5,534
+200
+4% +$16.1K 0.01% 834
2023
Q4 		$433K Hold
5,334
– – 0.01% 795
2023
Q3 		$381K Hold
5,334
– – 0.01% 818
2023
Q2 		$403K Hold
5,334
– – 0.01% 814
2023
Q1 		$384K Hold
5,334
– – 0.01% 794
2022
Q4 		$375K Hold
5,334
– – 0.01% 784
2022
Q3 		$355K Sell
5,334
-100
-2% -$7.36K 0.01% 828
2022
Q2 		$372K Sell
5,434
-700
-11% -$52.1K 0.01% 833
2022
Q1 		$508K Buy
6,134
+100
+2% +$8.23K 0.01% 800
2021
Q4 		$542K Buy
6,034
+700
+13% +$63.9K 0.01% 824
2021
Q3 		$472K Hold
5,334
– – 0.01% 893
2021
Q2 		$494K Hold
5,334
– – 0.01% 886
2021
Q1 		$475K Buy
+5,334
New +$470K 0.01% 855

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

Stephens Inc's VTWO Position: Q2 2026 in Review

Stephens Inc increased its Vanguard Russell 2000 ETF (VTWO) stake by 83% in Q2 2026, buying an estimated $1.02M and bringing the position to 19,804 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #453.

Stephens Inc first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Stephens Inc held 19,804 shares of Vanguard Russell 2000 ETF worth $2.4M as of Q2 2026.
  • Stephens Inc bought 8,984 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $1.02M.
  • Vanguard Russell 2000 ETF made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #453 holding.
  • Stephens Inc first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.