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

UBS Group’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
2021
Q1 		– Sell
-2,800
Closed -$222K – 9531
2020
Q4 		$222K Buy
+2,800
New +$198K ﹤0.01% 5177

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

UBS Group's VTWO Position: Q2 2026 in Review

UBS Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.9% in Q2 2026, buying an estimated $28.3M and bringing the position to 13,062,676 shares worth $1.59B. The position accounts for 0.2% of the portfolio, ranked #93.

UBS Group first reported a position in VTWO in Q4 2014 and has held it in 47 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • UBS Group held 13,062,676 shares of Vanguard Russell 2000 ETF worth $1.59B as of Q2 2026.
  • UBS Group bought 249,077 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $28.3M.
  • Vanguard Russell 2000 ETF made up 0.2% of UBS Group's portfolio in Q2 2026, its #93 holding.
  • UBS Group first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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