SIM
VTWO icon

Synergy Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Synergy Investment Management’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 		$30.8K Hold
254
– – 0.01% 454
2026
Q1 		$25.4K Buy
+254
New +$26.5K 0.01% 368
2025
Q1 		– Sell
-26
Closed -$2.32K – 669
2024
Q4 		$2.32K Buy
+26
New +$2.4K ﹤0.01% 559

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 22.9% 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

Synergy Investment Management's VTWO Position: Q2 2026 in Review

Synergy Investment Management held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 254 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #454.

Synergy Investment Management first reported a position in VTWO in Q4 2024 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Synergy Investment Management held 254 shares of Vanguard Russell 2000 ETF worth $30.8K as of Q2 2026.
  • Synergy Investment Management left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #454 holding.
  • Synergy Investment Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.