Sumitomo Mitsui Trust Group
VTWO icon

Sumitomo Mitsui Trust Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		$6.82M Buy
68,130
+14,280
+27% +$1.49M ﹤0.01% 698
2025
Q4 		$5.36M Buy
53,850
+15,525
+41% +$1.54M ﹤0.01% 726
2025
Q3 		$3.75M Buy
38,325
+30,725
+404% +$2.85M ﹤0.01% 757
2025
Q2 		$663K Hold
7,600
– – ﹤0.01% 894
2025
Q1 		$613K Hold
7,600
– – ﹤0.01% 913
2024
Q4 		$679K Buy
7,600
+1,000
+15% +$92.3K ﹤0.01% 914
2024
Q3 		$590K Buy
6,600
+2,300
+53% +$199K ﹤0.01% 946
2024
Q2 		$352K Hold
4,300
– – ﹤0.01% 996
2024
Q1 		$366K Sell
4,300
-1,000
-19% -$80.6K ﹤0.01% 1047
2023
Q4 		$430K Sell
5,300
-1,200
-18% -$86.9K ﹤0.01% 1053
2023
Q3 		$464K Hold
6,500
– – ﹤0.01% 1056
2023
Q2 		$492K Sell
6,500
-400
-6% -$28.8K ﹤0.01% 1057
2023
Q1 		$497K Buy
6,900
+600
+10% +$44.6K ﹤0.01% 1065
2022
Q4 		$443K Buy
6,300
+1,600
+34% +$115K ﹤0.01% 1114
2022
Q3 		$313K Buy
4,700
+500
+12% +$36.8K ﹤0.01% 1160
2022
Q2 		$287K Sell
4,200
-250
-6% -$18.6K ﹤0.01% 1179
2022
Q1 		$369K Buy
4,450
+1,450
+48% +$119K ﹤0.01% 1130
2021
Q4 		$269K Buy
+3,000
New +$274K ﹤0.01% 1138

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group's VTWO Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 27% in Q1 2026, buying an estimated $1.49M and bringing the position to 68,130 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Sumitomo Mitsui Trust Group first reported a position in VTWO in Q4 2021 and has held it in 18 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 68,130 shares of Vanguard Russell 2000 ETF worth $6.82M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 14,280 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $1.49M.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #698 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.