UBS AM
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UBS AM’s Vanguard Russell 2000 ETF VTWO Stock Holding History

UBS AM’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 		$219M Sell
1,803,053
-606,891
-25% -$68.9M 0.04% 363
2026
Q1 		$241M Buy
2,409,944
+1,893,459
+367% +$197M 0.05% 313
2025
Q4 		$51.4M Buy
+516,485
New +$51.3M 0.01% 600
2019
Q4 		– Sell
-99,826
Closed -$6.07M – 2863
2019
Q3 		$6.07M Sell
99,826
-2,902
-3% -$178K ﹤0.01% 1132
2019
Q2 		$6.42M Sell
102,728
-6,578
-6% -$408K ﹤0.01% 1107
2019
Q1 		$6.72M Sell
109,306
-25,056
-19% -$1.51M 0.01% 1048
2018
Q4 		$7.21M Sell
134,362
-5,778
-4% -$346K 0.01% 960
2018
Q3 		$9.48M Sell
140,140
-4,714
-3% -$320K 0.01% 948
2018
Q2 		$9.5M Sell
144,854
-2,478
-2% -$159K 0.01% 959
2018
Q1 		$8.98M Sell
147,332
-2,028
-1% -$126K 0.01% 959
2017
Q4 		$9.13M Sell
149,360
-2,450
-2% -$148K 0.01% 941
2017
Q3 		$9.03M Sell
151,810
-2,112
-1% -$119K 0.01% 926
2017
Q2 		$8.68M Sell
153,922
-4,518
-3% -$251K 0.01% 929
2017
Q1 		$8.74M Sell
158,440
-159,774
-50% -$8.75M 0.01% 911
2016
Q4 		$17.2M Sell
318,214
-63,050
-17% -$3.23M 0.02% 730
2016
Q3 		$19M Sell
381,264
-15,358
-4% -$749K 0.02% 700
2016
Q2 		$18.2M Buy
396,622
+1,934
+0.5% +$87.4K 0.02% 711
2016
Q1 		$17.5M Buy
394,688
+18,340
+5% +$760K 0.02% 704
2015
Q4 		$17M Sell
376,348
-545,664
-59% -$25.2M 0.02% 723
2015
Q3 		$40.4M Buy
922,012
+44,392
+5% +$2.12M 0.04% 439
2015
Q2 		$44M Buy
877,620
+586,220
+201% +$29.3M 0.04% 453
2015
Q1 		$14.5M Buy
291,400
+23,808
+9% +$1.15M 0.01% 784
2014
Q4 		$12.8M Buy
267,592
+62,734
+31% +$2.89M 0.01% 811
2014
Q3 		$9.03M Buy
204,858
+58,752
+40% +$2.7M 0.01% 867
2014
Q2 		$6.94M Buy
146,106
+37,790
+35% +$1.72M 0.01% 960
2014
Q1 		$5.04M Buy
108,316
+28,164
+35% +$1.3M 0.01% 1037
2013
Q4 		$3.69M Buy
80,152
+19,368
+32% +$859K ﹤0.01% 1087
2013
Q3 		$2.6M Buy
60,784
+12,510
+26% +$518K ﹤0.01% 1157
2013
Q2 		$1.88M Buy
+48,274
New +$1.84M ﹤0.01% 1241

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

UBS AM's VTWO Position: Q2 2026 in Review

UBS AM reduced its Vanguard Russell 2000 ETF (VTWO) stake by 25% in Q2 2026, selling an estimated $68.9M and leaving 1,803,053 shares worth $219M. The position accounts for 0.04% of the portfolio, ranked #363.

UBS AM first reported a position in VTWO in Q2 2013 and has held it in 29 quarters since. The position peaked at $241M in Q1 2026. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • UBS AM held 1,803,053 shares of Vanguard Russell 2000 ETF worth $219M as of Q2 2026.
  • UBS AM sold 606,891 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $68.9M.
  • Vanguard Russell 2000 ETF made up 0.04% of UBS AM's portfolio in Q2 2026, its #363 holding.
  • UBS AM first reported a position in Vanguard Russell 2000 ETF in Q2 2013 and has held it in 29 quarters since.
  • UBS AM's Vanguard Russell 2000 ETF position peaked at $241M in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.