Security record · archived quarter
VTWO
Vanguard Russell 2000 ETF · Financial Services · Asset Management
79Tracked holders
-1Δ holders
81.43MShares held
$8.14BReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -1.2% ·
share flow +21.7% ·
net new positions -1.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 61.98K | $6.95M | n/a | n/a |
| Q2 2026 | 78 | 0 | 82.24M | $9.98B | +3 | −3 |
| Q1 2026 | 79 | -1 | 81.43M | $8.14B | +3 | −4 |
| Q4 2025 | 79 | +2 | 66.72M | $6.64B | +2 | n/a |
| Q3 2025 | 10 | 0 | 13.99M | $1.37B | +1 | −1 |
| Q2 2025 | 7 | +1 | 147.21K | $12.84M | +1 | n/a |
| Q1 2025 | 3 | -1 | 156.91K | $12.65M | +1 | −2 |
| Q4 2024 | 4 | 0 | 75.14K | $6.71M | +2 | −2 |
| Q3 2024 | 4 | -1 | 124.97K | $11.17M | +1 | −2 |
| Q2 2024 | 5 | n/a | 353.46K | $28.97M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 23.84M | -19.3% | $2.39B | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | UBS Group AG | 12.81M | +734.4% | $1.28B | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 8.94M | +1.4% | $895.18M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 4 | Us Bancorp \De\ | 5.76M | +9.5% | $576.83M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Jones Financial Companies Lllp | 4.20M | +329.7% | $412.18M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 3.74M | +6.1% | $374.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Envestnet Asset Management Inc | 3.60M | +596.6% | $360.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 2.94M | -12.6% | $294.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 9 | UBS AM, a distinct business unit of… | 2.41M | +366.6% | $241.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.86M | +1.8% | $179.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Stifel Financial Corp | 1.48M | +2.1% | $148.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | LPL Financial LLC | 1.07M | +6.8% | $107.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Neuberger Berman Group LLC | 869.90K | +3.8% | $87.14M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 709.86K | +10.3% | $71.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Bank Of Montreal /Can/ | 688.48K | +3042.0% | $68.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Truist Financial Corp | 680.96K | +6.2% | $68.21M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Ameriprise Financial Inc | 583.66K | +3.1% | $58.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Healthcare Of Ontario Pension Plan… | 502.00K | +66.2% | $50.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 355.28K | +18.1% | $35.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 20 | Lido Advisors, LLC | 276.95K | -13.9% | $27.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 275.00K | -48.0% | $27.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Nuveen, LLC | 238.27K | +10.5% | $23.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Cetera Investment Advisers | 221.20K | +0.7% | $22.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 199.77K | +10.7% | $20.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Northwestern Mutual Wealth… | 190.79K | +2.6% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 178.00K | -12.5% | $18.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 181.53K | -4.8% | $18.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Commonwealth Equity Services, Llc | 155.24K | -0.6% | $15.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 149.10K | +58.0% | $14.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Schroder Investment Management Group | 146.49K | n/a | $14.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Mml Investors Services, Llc | 131.38K | -7.4% | $13.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 129.64K | +4.9% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Wellington Management ✦ | 122.56K | +18.5% | $12.28M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Cibc World Market Inc. | 121.14K | -4.6% | $12.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 89.91K | -85.8% | $9.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Creative Planning | 88.90K | +8.2% | $8.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 87.71K | +3475.6% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 86.26K | +718.4% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 87.53K | -52.5% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 82.73K | +3.2% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 79.97K | -13.1% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Hrt Financial Lp | 77.39K | New | $7.75M | 0.0% | New | 1 | SEC ↗ |
| 43 | Mariner, LLC | 74.78K | -5.0% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 44 | Sumitomo Mitsui Trust Group, Inc. | 68.13K | +26.5% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 67.15K | -2.3% | $6.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Gotham Asset Management ✦ | 52.83K | +59.6% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | BlackRock ✦ (passive) | 52.68K | -0.8% | $5.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 48 | Mercer Global Advisors Inc /Adv | 51.84K | -0.1% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 48.35K | -5.7% | $4.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 50 | Brown Advisory Inc | 47.77K | +50.8% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mirae Asset Global Investments Co.… | 47.10K | +182.0% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 46.02K | +40.1% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 53 | Tidal Investments LLC | 44.76K | +20.3% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Wealthfront Advisers LLC | 43.46K | +6.1% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 38.46K | +7.1% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 35.98K | +5.4% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | CIBC Bancorp USA Inc. | 33.55K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Quantinno Capital Management LP | 31.58K | +31.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 27.32K | -6.9% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 60 | AQR Capital Management ✦ | 24.59K | -2.0% | $2.46M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 61 | Alliancebernstein L.P. | 23.66K | +134.9% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Principal Financial Group Inc | 22.05K | -4.7% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Captrust Financial Advisors | 19.75K | -16.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Rhumbline Advisers | 19.37K | +114.4% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Sei Investments Co | 15.99K | -61.7% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Loomis Sayles & Co L P | 14.45K | -6.8% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | First Manhattan Co. Llc. | 14.13K | +7.0% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Citadel Advisors ✦ | 11.82K | -82.2% | $1.18M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 69 | Balyasny Asset Management L.P. | 9.40K | New | $941,598 | 0.0% | New | 1 | SEC ↗ |
| 70 | Cwm, Llc | 4.83K | -60.0% | $484,061 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Assetmark, Inc | 4.34K | +1.1% | $434,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 3.49K | +22.2% | $349,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Franklin Resources Inc | 2.19K | -29.5% | $218,872 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | Kayne Anderson Rudnick Investment… | 1.14K | 0.0% | $114,260 | 0.0% | Held | 2 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 1.07K | +40.1% | $107,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Qube Research & Technologies Ltd | 826 | +132.7% | $82,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | TD Waterhouse Canada Inc. | 720 | 0.0% | $72,583 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Citigroup Inc | 557 | New | $55,795 | 0.0% | New | 1 | SEC ↗ |
| 79 | Allspring Global Investments… | 157 | -3.7% | $15,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $7.75M | 0.0% |
| Balyasny Asset Management L.P. | $941,598 | 0.0% |
| Citigroup Inc | $55,795 | 0.0% |
Exited
| IMC-Chicago, LLC | $23.84M | was 0.4% |
| D. E. Shaw & Co. | $3.02M | was 0.0% |
| Renaissance Technologies | $1.68M | was 0.0% |
| Susquehanna International… | $496,008 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 671 holders, 103.93M shares, $10.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API