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Vise Technologies’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Vise Technologies’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 		$12.1M Buy
99,914
+6,683
+7% +$759K 0.14% 134
2026
Q1 		$9.28M Hold
93,231
– – 0.18% 97
2025
Q4 		$9.28M Buy
93,231
+6,106
+7% +$607K 0.18% 97
2025
Q3 		$8.52M Sell
87,125
-8,029
-8% -$745K 0.32% 62
2025
Q2 		$8.3M Buy
+95,154
New +$7.74M 0.34% 52
2024
Q4 		$7.24M Buy
81,001
+720
+0.9% +$66.4K 0.6% 27
2024
Q3 		$7.17M Sell
80,281
-4,460
-5% -$386K 0.91% 21
2024
Q2 		$6.95M Buy
84,741
+4,662
+6% +$381K 1.22% 18
2024
Q1 		$6.81M Buy
80,079
+2,502
+3% +$202K 1.34% 17
2023
Q4 		$6.29M Sell
77,577
-8,353
-10% -$605K 1.35% 15
2023
Q3 		$6.14M Sell
85,930
-1,857
-2% -$141K 1.51% 13
2023
Q2 		$6.64M Buy
87,787
+15,539
+22% +$1.12M 1.61% 12
2023
Q1 		$5.21M Buy
72,248
+1,155
+2% +$85.8K 1.37% 15
2022
Q4 		$5M Buy
71,093
+3,367
+5% +$242K 1.57% 11
2022
Q3 		$4.51M Buy
67,726
+4,260
+7% +$314K 1.7% 12
2022
Q2 		$4.34M Buy
63,466
+30,505
+93% +$2.27M 1.68% 12
2022
Q1 		$2.73M Buy
+32,961
New +$2.71M 1.03% 31

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

Vise Technologies's VTWO Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Russell 2000 ETF (VTWO) stake by 7.2% in Q2 2026, buying an estimated $759K and bringing the position to 99,914 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #134.

Vise Technologies first reported a position in VTWO in Q1 2022 and has held it in 17 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Vise Technologies held 99,914 shares of Vanguard Russell 2000 ETF worth $12.1M as of Q2 2026.
  • Vise Technologies bought 6,683 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $759K.
  • Vanguard Russell 2000 ETF made up 0.14% of Vise Technologies's portfolio in Q2 2026, its #134 holding.
  • Vise Technologies first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.