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TAGStone Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

TAGStone Capital’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 		$1.09M Buy
8,976
+22
+0.2% +$2.5K 0.35% 53
2026
Q1 		$897K Buy
8,954
+722
+9% +$75.3K 0.32% 56
2025
Q4 		$819K Buy
8,232
+32
+0.4% +$3.18K 0.31% 58
2025
Q3 		$802K Buy
8,200
+29
+0.4% +$2.69K 0.32% 56
2025
Q2 		$728K Buy
8,171
+24
+0.3% +$1.95K 0.3% 56
2025
Q1 		$657K Buy
8,147
+24
+0.3% +$2.11K 0.32% 56
2024
Q4 		$726K Buy
8,123
+30
+0.4% +$2.77K 0.36% 48
2024
Q3 		$723K Buy
8,093
+54
+0.7% +$4.67K 0.37% 46
2024
Q2 		$661K Hold
8,039
– – 0.37% 45
2024
Q1 		$684K Buy
8,039
+17
+0.2% +$1.37K 0.4% 44
2023
Q4 		$651K Sell
8,022
-20,436
-72% -$1.48M 0.43% 42
2023
Q3 		$2.03M Buy
28,458
+1,168
+4% +$88.6K 1.49% 20
2023
Q2 		$2.06M Buy
27,290
+633
+2% +$45.6K 1.49% 20
2023
Q1 		$1.92M Sell
26,657
-138
-0.5% -$10.3K 1.44% 20
2022
Q4 		$1.89M Buy
26,795
+2,397
+10% +$172K 1.56% 20
2022
Q3 		$1.63M Buy
24,398
+76
+0.3% +$5.59K 1.52% 21
2022
Q2 		$1.67M Hold
24,322
– – 1.59% 18
2022
Q1 		$2.02M Buy
24,322
+35
+0.1% +$2.88K 1.7% 18
2021
Q4 		$2.18M Buy
+24,287
New +$2.22M 1.81% 16

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

TAGStone Capital's VTWO Position: Q2 2026 in Review

TAGStone Capital increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.25% in Q2 2026, buying an estimated $2.5K and bringing the position to 8,976 shares worth $1.09M. The position accounts for 0.35% of the portfolio, ranked #53.

TAGStone Capital first reported a position in VTWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2021. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • TAGStone Capital held 8,976 shares of Vanguard Russell 2000 ETF worth $1.09M as of Q2 2026.
  • TAGStone Capital bought 22 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Russell 2000 ETF made up 0.35% of TAGStone Capital's portfolio in Q2 2026, its #53 holding.
  • TAGStone Capital first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • TAGStone Capital's Vanguard Russell 2000 ETF position peaked at $2.18M in Q4 2021.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.