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Vision Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Vision Capital 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
Q1 		$1.99M Sell
19,914
-5,423
-21% -$565K 0.25% 62
2025
Q4 		$2.52M Buy
25,337
+14,089
+125% +$1.4M 0.3% 56
2025
Q3 		$1.1M Buy
+11,248
New +$1.04M 0.14% 75

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Vision Capital Management's VTWO Position: Q1 2026 in Review

Vision Capital Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 21% in Q1 2026, selling an estimated $565K and leaving 19,914 shares worth $1.99M. The position accounts for 0.25% of the portfolio, ranked #62.

Vision Capital Management first reported a position in VTWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Vision Capital Management held 19,914 shares of Vanguard Russell 2000 ETF worth $1.99M as of Q1 2026.
  • Vision Capital Management sold 5,423 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $565K.
  • Vanguard Russell 2000 ETF made up 0.25% of Vision Capital Management's portfolio in Q1 2026, its #62 holding.
  • Vision Capital Management first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Vision Capital Management's Vanguard Russell 2000 ETF position peaked at $2.52M in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.