SGI
VTWO icon

Summit Global Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Summit Global Investments’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 		$1.76M Buy
+14,480
New +$1.64M 0.1% 107
2026
Q1 		– Sell
-8,034
Closed -$800K – 541
2025
Q4 		$800K Buy
8,034
+4,020
+100% +$400K 0.05% 237
2025
Q3 		$393K Buy
+4,014
New +$373K 0.02% 349
2025
Q2 		– Sell
-19,498
Closed -$1.57M – 535
2025
Q1 		$1.57M Buy
+19,498
New +$1.71M 0.11% 107
2024
Q4 		– Sell
-11,540
Closed -$1.03M – 650
2024
Q3 		$1.03M Buy
+11,540
New +$998K 0.07% 237
2024
Q2 		– Sell
-3,535
Closed -$301K – 586
2024
Q1 		$301K Buy
3,535
+566
+19% +$45.6K 0.02% 404
2023
Q4 		$241K Buy
+2,969
New +$215K 0.02% 467
2022
Q4 		– Sell
-11,247
Closed -$749K – 493
2022
Q3 		$749K Sell
11,247
-658
-6% -$48.4K 0.07% 241
2022
Q2 		$814K Sell
11,905
-2,195
-16% -$163K 0.07% 246
2022
Q1 		$1.17M Buy
+14,100
New +$1.16M 0.09% 214
2021
Q4 		– Sell
-5,400
Closed -$477K – 622
2021
Q3 		$477K Buy
+5,400
New +$483K 0.04% 318
2021
Q2 		– Sell
-7,000
Closed -$624K – 633
2021
Q1 		$624K Buy
+7,000
New +$617K 0.04% 290

Other funds holding VTWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Summit Global Investments's VTWO Position: Q2 2026 in Review

Summit Global Investments opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 14,480 shares worth $1.76M. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in VTWO as recently as Q4 2025.

Summit Global Investments first reported a position in VTWO in Q1 2021 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Summit Global Investments held 14,480 shares of Vanguard Russell 2000 ETF worth $1.76M as of Q2 2026.
  • Vanguard Russell 2000 ETF was a new Summit Global Investments position in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.1% of Summit Global Investments's portfolio in Q2 2026, its #107 holding.
  • Summit Global Investments first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 12 quarters since.
  • 349 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.