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Summit Rock Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Summit Rock 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
2025
Q2 		– Sell
-1,478,312
Closed -$119M – 3
2025
Q1 		$119M Buy
1,478,312
+240,568
+19% +$21.1M 82.82% 1
2024
Q4 		$111M Buy
1,237,744
+9,829
+0.8% +$907K 37.49% 1
2024
Q3 		$110M Buy
+1,227,915
New +$106M 42.91% 1

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Rock Advisors's VTWO Position: Q2 2025 in Review

Summit Rock Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 1,478,312 shares — an estimated $119M sold.

Summit Rock Advisors first reported a position in VTWO in Q3 2024 and held it in 3 quarters. The position peaked at $119M in Q1 2025. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

  • Summit Rock Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Rock Advisors sold 1,478,312 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $119M.
  • Summit Rock Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 3 quarters.
  • Summit Rock Advisors's Vanguard Russell 2000 ETF position peaked at $119M in Q1 2025.
  • 584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Summit Rock Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.