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

Waterloo 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
Q1 		– Sell
-37,240
Closed -$3.71M – 534
2025
Q4 		$3.71M Buy
+37,240
New +$3.7M 0.27% 89

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 $374B AUM 17.66% 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

Waterloo Capital's VTWO Position: Q1 2026 in Review

Waterloo Capital sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 37,240 shares — an estimated $3.71M sold.

Waterloo Capital first reported a position in VTWO in Q4 2025 and held it in 1 quarter. The position peaked at $3.71M in Q4 2025. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Waterloo Capital reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 37,240 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $3.71M.
  • Waterloo Capital first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Waterloo Capital's Vanguard Russell 2000 ETF position peaked at $3.71M in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.