Zuckerman Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Zuckerman Investment 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
2026 Q2	$12.7M	Buy	104,587 +528	+0.5%	+$60K	1.07%	33
2026 Q1	$10.4M	Buy	104,059 +727	+0.7%	+$75.8K	0.98%	38
2025 Q4	$10.3M	Buy	103,332 +2,997	+3%	+$298K	0.92%	39
2025 Q3	$9.81M	Buy	100,335 +3,691	+4%	+$343K	0.91%	38
2025 Q2	$8.43M	Buy	96,644 +16,117	+20%	+$1.31M	0.82%	40
2025 Q1	$6.49M	Buy	80,527 +2,709	+3%	+$238K	0.7%	46
2024 Q4	$7.04M	Buy	77,818 +5,406	+7%	+$499K	0.68%	45
2024 Q3	$6.47M	Buy	72,412 +19	+0%	+$1.64K	0.67%	44
2024 Q2	$5.93M	Buy	72,393 +10,639	+17%	+$870K	0.69%	42
2024 Q1	$5.25M	Buy	61,754 +6,754	+12%	+$544K	0.6%	41
2023 Q4	$4.46M	Buy	55,000 +14,503	+36%	+$1.05M	0.58%	45
2023 Q3	$2.89M	Buy	40,497 +6,260	+18%	+$475K	0.41%	48
2023 Q2	$2.59M	Buy	34,237 +2,129	+7%	+$153K	0.37%	47
2023 Q1	$2.31M	Buy	32,108 +148	+0.5%	+$11K	0.35%	48
2022 Q4	$2.25M	Buy	31,960 +433	+1%	+$31.1K	0.36%	50
2022 Q3	$2.1M	Buy	31,527 +2,430	+8%	+$179K	0.39%	47
2022 Q2	$1.99M	Buy	29,097 +889	+3%	+$66.2K	0.36%	50
2022 Q1	$2.34M	Buy	28,208 +4,083	+17%	+$336K	0.38%	50
2021 Q4	$2.17M	Buy	24,125 +1,051	+5%	+$96K	0.34%	52
2021 Q3	$2.04M	Buy	23,074 +191	+0.8%	+$17.1K	0.34%	55
2021 Q2	$2.12M	Buy	22,883 +6,007	+36%	+$545K	0.33%	51
2021 Q1	$1.5M	Buy	16,876 +7,866	+87%	+$693K	0.25%	53
2020 Q4	$713K	Buy	9,010 +3,058	+51%	+$216K	0.13%	57
2020 Q3	$360K	Buy	5,952 +584	+11%	+$35.4K	0.08%	60
2020 Q2	$310K	Buy	+5,368	New	+$284K	0.07%	60

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Zuckerman Investment Group's VTWO Position: Q2 2026 in Review

Zuckerman Investment Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.51% in Q2 2026, buying an estimated $60K and bringing the position to 104,587 shares worth $12.7M. The position accounts for 1.07% of the portfolio, ranked #33.

Zuckerman Investment Group first reported a position in VTWO in Q2 2020 and has held it in 25 quarters since. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Zuckerman Investment Group held 104,587 shares of Vanguard Russell 2000 ETF worth $12.7M as of Q2 2026.
Zuckerman Investment Group bought 528 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $60K.
Vanguard Russell 2000 ETF made up 1.07% of Zuckerman Investment Group's portfolio in Q2 2026, its #33 holding.
Zuckerman Investment Group first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.