VTWO institutional holders

Vanguard Russell 2000 ETF · 769 reporting institutions · $12.9B reported value

Funds that can replace VTWO · VTWO return decomposition

Institutional holdings

Institutions reporting VTWO, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$3B02026-06-30
UBS Group AG$1.6B02026-06-30
Morgan Stanley$1.1B23,1852026-06-30
Neos Investments$1B02026-06-30
US Bancorp$716M02026-06-30
Wells Fargo & Company/mn$495M02026-06-30
Envestnet Pmc$438.7M602026-06-30
Jones Financial Companies LLLP$354.5M02026-06-30
Goldman Sachs Group Inc$345.9M02026-06-30
Stifel Financial Corp$275.5M02026-06-30
Jpmorgan Chase & Co$224.9M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$218.9M02026-06-30
Exchange Traded Concepts, LLC$179.7M02026-06-30
Lpl Financial LLC$148.9M23,4582026-06-30
Truist Financial Corp$137.5M02026-06-30
Neuberger Berman Group LLC$104.7M02026-06-30
Bank of Montreal /can$94M02026-06-30
Raymond James Financial Inc$89.9M02026-06-30
Amg National Trust Bank$76.4M02026-06-30
Mai Capital Management$76.2M3082026-06-30
Henshaw Capital LLC$70.7M02026-06-30
Ameriprise Financial Inc$68.8M02026-06-30
Healthcare of Ontario Pension Plan Trust Fund$51M02026-06-30
Venturi Wealth Management, LLC$50.5M202026-06-30
Fort Washington Investment Advisors Inc /oh$47M02026-06-30
Turim 21 Investimentos Ltda.$44.7M02026-06-30
Wesbanco Investment Department$42.7M12026-06-30
Royal Bank of Canada$37.7M02026-06-30
Envestnet Portfolio Solutions, Inc.$36.8M32026-06-30
Waverly Advisors, LLC$35.7M2312026-06-30
Ae Wealth Management LLC$35.2M4712026-06-30
First Citizens Bank & Trust Co$31.8M02026-06-30
Moody National Bank Trust Division$31.6M02026-06-30
Glenmede Trust Co NA$31.5M62026-06-30
Rockefeller Capital Management LP$31M3462026-06-30
Lido Advisors, LLC$28.5M3202026-06-30
Cetera Investment Advisers$27.1M10,3702026-06-30
Red Cedar Investment Management, LLC$25M82026-06-30
Osaic Holdings, Inc.$24.3M02026-06-30
Northwestern Mutual Wealth Management Co$23.4M02026-06-30
S. R. Schill & Associates$20.5M32026-06-30
Partners Capital Investment Group, LLP$20.1M12026-06-30
Focus Partners Wealth$20.1M1,0482026-06-30
Alerus Financial NA$19M02026-06-30
MML Investors Services, LLC$18.8M5,1202026-06-30
Schroder Investment Management Group$18.6M02026-06-30
Lbmc Investment Advisors, LLC$18.1M32026-06-30
Cadent Capital Advisors, LLC$17.8M112026-06-30
Commonwealth Equity Services, LLC$17.5M2,8632026-06-30
Cerity Partners LLC$17.5M7772026-06-30
Fusion Capital, LLC$17.3M42026-06-30
The Salvetti Group$16.6M62026-06-30
Bnp Paribas Financial Markets$15.9M02026-06-30
PNC Financial Services Group, Inc.$15.8M02026-06-30
Brandywine Asset Management, Inc.$15M02026-03-31
Pathstone Holdings, LLC$15M02026-06-30
Rockbridge Investment Management, Lcc$14.8M02026-06-30
Lvw Advisors, LLC$14.6M82026-06-30
Wellington Management Group LLP$14.1M02026-06-30
CIBC World Market Inc.$13.8M02026-06-30
Lodestar Private Asset Management LLC$13.8M52026-06-30
Fairfield University$12.9M02026-06-30
Zuckerman Investment Group, LLC$12.7M32026-06-30
Cresset Asset Management, LLC$12.2M2122026-06-30
Lockheed Martin Investment Management Co$12.1M02026-06-30
Vise Technologies, Inc.$12.1M02026-06-30
Fifth Third Bancorp$11.4M02026-06-30
Commerce Bank$11.4M02026-06-30
Johnson Investment Counsel Inc$11.3M652026-06-30
Beacon Pointe Advisors, LLC$11.3M4662026-06-30
Creative Planning$11.1M1,1712026-06-30
First Western Trust Bank$11M02026-06-30
Hightower Advisors, LLC$10.7M1,0462026-06-30
Encompass More Asset Management$10.7M862026-06-30
Myriad Asset Management Advisors LLC$10.6M02026-06-30
Blair William & Co/il$10.5M3292026-06-30
Litman Gregory Wealth Management LLC$10.3M02025-12-31
Heritage Investment Group, Inc.$10.3M122026-06-30
1900 Wealth$10.3M182026-06-30
First National Bank of Omaha$10M02026-06-30
Gotham Asset Management, LLC$9.9M52026-06-30
Ep Wealth Advisors, LLC$9.8M3382026-06-30
Prairieview Wealth Partners, LLC$9.8M42026-06-30
Choreo, LLC$9.6M1482026-06-30
Financial & Tax Architects, LLC$9.6M382026-06-30
Kingdom Financial Group Llc.$9.4M152026-06-30
Farther Finance Advisors, LLC$9.1M3342026-06-30
Edelman Financial Engines$9M7222026-06-30
Corient Private Wealth LP$9M6742026-06-30
First Citizens Asset Management, Inc.$8.6M732026-06-30
Comerica Bank$8.6M02025-12-31
Summit Financial Consulting LLC$8.3M62026-06-30
Baird Financial Group, Inc.$8.3M02026-06-30
Kestra Advisory Services, LLC$8.3M1,4792026-06-30
Sumitomo Mitsui Trust Group, Inc.$8M02026-06-30
Mariner, LLC$8M02026-06-30
Rathbones Group PLC$7.7M02026-06-30
Mesirow Financial Investment Management, Inc.$7.5M922026-06-30
Lifewealth Investments, LLC$7.4M92026-06-30
Prudent Man Advisors, LLC$7.4M272026-06-30
Brooklyn Fi, LLC$7.2M152026-06-30
Lji Wealth Management, LLC$7.2M132026-06-30
Windward Private Wealth Management Inc.$6.7M52026-06-30
Cullen/frost Bankers, Inc.$6.6M02026-06-30
Brown Advisory Inc$6.5M02026-06-30
Mercer Global Advisors Inc /adv$6.3M02026-06-30
Brookstone Capital Management$6.3M3372026-06-30
Fmr LLC$6.2M02026-06-30
Foundations Investment Advisors, LLC$6.2M3022026-06-30
Howard Bailey Securities, LLC$6M112026-06-30
D.A. Davidson & Co.$6M6892026-06-30
Capstone Financial Advisors, Inc.$5.9M182026-06-30
Newedge Advisors$5.9M6012026-06-30
Copia Wealth Management$5.8M42026-06-30
Bank of New York Mellon Corp$5.8M02026-06-30
Creativeone Wealth, LLC$5.8M2212026-06-30
New York Life Investment Management LLC$5.7M892026-06-30
CIBC Bancorp USA Inc.$5.6M02026-06-30
Austin Private Wealth, LLC$5.5M02025-12-31
River's Edge Wealth Management, LLC$5.5M42026-06-30
Wealthfront Advisers LLC$5.5M402026-06-30
Blackrock, Inc.$5.4M02026-06-30
Wealth Enhancement Advisory Services, LLC$5.4M1,0262026-06-30
Steward Partners Investment Advisory, LLC$5.3M4812026-06-30
&partners$5.3M5552026-06-30
Ima Advisory Services, Inc.$5M482026-06-30
Atria Investments, Inc$5M62026-06-30
Koshinski Asset Management, Inc.$5M692026-06-30
Brucke Financial, Inc.$4.9M52026-06-30
Foresight Capital Management Advisors, Inc.$4.9M32026-06-30
Rhumbline Advisers$4.8M02026-06-30
Silvercrest Asset Management Group LLC$4.8M342026-06-30
Fire Capital Management, LLC$4.7M32026-06-30
Operose Advisors LLC$4.6M142026-06-30
St. Louis Trust Co$4.5M02026-06-30
Westshore Wealth, LLC$4.4M62026-06-30
Coldstream Capital Management Inc$4.4M1362026-06-30
Prosperity - An Eisneramper Company$4.4M652026-06-30
Private Advisor Group, LLC$4.4M9272026-06-30
Sanctuary Advisors, LLC$4.3M4012026-06-30
Fortis Group Advisors, LLC$4.2M252026-06-30
Good Steward Wealth Advisors, LLC$4.2M42026-06-30
Absolute Capital Management, LLC$4.1M32026-06-30
Xml Financial, LLC$4.1M282026-06-30
Global Financial Private Client, LLC$4.1M52026-06-30
Quantinno Capital Management LP$4M02026-06-30
Curtis Advisory Group, LLC$4M32026-06-30
Citizens Financial Group Inc/ri$4M02026-06-30
Montgomery Financial Services LLC$3.9M42026-06-30
F/m Investments LLC$3.8M172026-06-30
Scs Capital Management LLC$3.8M802026-06-30
Kestra Private Wealth Services, LLC$3.8M2062026-06-30
Aspen Grove Capital, LLC$3.8M82026-06-30
Zhang Financial LLC$3.8M202026-06-30
J. M. Brown & Associates Inc.$3.8M62026-06-30
Stratos Wealth Advisors, LLC$3.8M712026-06-30
Wealth Dimensions Group, Ltd.$3.7M92026-06-30
Simplicity Wealth, LLC$3.7M02026-06-30
Aqr Capital Management LLC$3.6M12026-06-30
Nuveen, LLC$3.6M02026-06-30
Key Capital Management, Inc$3.6M112026-06-30
Pks Advisory Services, LLC$3.5M462026-06-30
Concurrent Investment Advisors, LLC$3.5M3492026-06-30
Vilga Financial Planning LLC$3.4M32026-06-30
Cornerstone Advisors Asset Management, LLC$3.4M262026-06-30
Deutsche Bank AG$3.4M02026-06-30
Mirae Asset Global Investments Co., Ltd.$3.3M02026-06-30
Investment Research & Advisory Group, Inc.$3.3M172026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$3.3M02026-06-30
Foster Group, Inc.$3.2M582026-06-30
Optima Capital LLC$3.2M62026-06-30
Arete Wealth Advisors, LLC$3.1M1462026-06-30
King Luther Capital Management Corp$3.1M342026-06-30
Cassaday & Co Wealth Management LLC$3.1M472026-06-30
Guggenheim Capital LLC$3.1M02026-06-30
Gwn Securities Inc.$3M4492026-06-30
Francis Financial, Inc.$2.9M102026-06-30
McLean Asset Management Corp.$2.9M162026-06-30
Ticino Wealth$2.9M32026-06-30
Wernau Asset Management Inc.$2.9M22026-06-30
Mgo One Seven LLC$2.8M1182026-06-30
Fifth Third Securities, Inc.$2.8M1,0142026-06-30
Northern Trust Corp$2.8M02026-06-30
Allegiance Financial Group Advisory Services LLC$2.8M72026-06-30
Country Club Bank$2.8M02025-09-30
Checchi Capital Advisers, LLC$2.7M82026-06-30
Captrust Financial Advisors$2.7M9622026-06-30
Prelude Capital Management, LLC$2.7M02026-06-30
Rialto Wealth Management, LLC$2.6M82026-06-30
180 Wealth Advisors, LLC$2.6M62026-06-30
Main Street Financial Solutions, LLC$2.6M412026-06-30
Principal Financial Group Inc$2.6M02026-06-30
Alliancebernstein LP$2.5M5172026-06-30
Wakefield Asset Management, LLLP$2.5M42026-06-30
Halbert Hargrove Global Advisors, LLC$2.5M432026-06-30
Wealthcare Advisory Partners LLC$2.5M1702026-06-30
Venture Visionary Partners LLC$2.4M312026-06-30
Global Retirement Partners LLC$2.4M4912026-06-30
Stephens Inc /ar$2.4M2432026-06-30
Vision Capital Management, Inc.$2.4M02026-06-30
Private Family Wealth Advisors$2.3M22026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Yelin Lapidot Holdings Management Ltd.$2.3M02026-06-30
Novem Group$2.3M322026-06-30
Keel Point, LLC$2.3M492026-06-30
Arlington Trust Co LLC$2.2M02026-06-30
Eq LLC$2.1M92026-06-30
Arbor Investment Advisors, LLC$2.1M52026-06-30
First Hawaiian Bank$2.1M02026-06-30
Rainier Family Wealth, Inc.$2.1M32026-06-30
Southland Equity Partners, Llc.$2.1M252026-06-30
Meridian Wealth Advisors, LLC$2M92026-06-30
Beacon Bridge Wealth Partners, LLC$2M62026-06-30
Sunesis Advisors, LLC$2M102026-06-30
Bcs Private Wealth Management$1.9M42026-06-30
Parr McKnight Wealth Management Group, LLC$1.9M102026-06-30
Smartleaf Asset Management LLC$1.9M92026-06-30
Finemark National Bank & Trust$1.9M02025-12-31
Fort Point Capital Partners LLC$1.9M202026-06-30
Gainplan LLC$1.9M72026-06-30
First Manhattan Co. Llc.$1.9M662026-06-30
O'Shaughnessy Asset Management, LLC$1.9M582026-06-30
Strategic Financial Services, Inc.$1.8M282026-06-30
Scotia Capital Inc.$1.8M02026-06-30
New Edge Wealth$1.8M1512026-06-30
Perigon Wealth Management, LLC$1.8M922026-06-30
Marble Harbor Investment Counsel, LLC$1.8M42026-06-30
Westhill Financial Advisors, Inc.$1.8M62026-06-30
Fischer Financial Services, Inc.$1.8M42026-06-30
Harbour Investments, Inc.$1.8M2472026-06-30
Myriad Asset Management US LP$1.8M02026-06-30
Pitcairn Wealth Advisors LLC$1.8M402026-06-30
M&T Bank Corp$1.7M02026-06-30
Verus Capital Partners, LLC$1.7M472026-06-30
Two Sigma Securities, LLC$1.7M02026-06-30
Bip Wealth, LLC$1.7M622026-06-30
Prospera Financial Services, Inc.$1.7M2702026-06-30
Rwa Wealth Partners, LLC$1.7M722026-06-30
Global Strategic Investment Solutions, LLC$1.6M42026-06-30
Transcend Capital Advisors, LLC$1.6M02026-06-30
Trajan Wealth LLC$1.6M522026-06-30
First Heartland Consultants, Inc.$1.6M992026-06-30
Evolution Wealth Advisors, LLC$1.5M82026-06-30
Belpointe Asset Management LLC$1.5M1702026-06-30
Fortis Capital Advisors, LLC$1.5M712026-06-30
Meitav Investment House Ltd$1.5M02026-06-30
Ncm Capital Management, LLC$1.5M22026-06-30
Equitable Holdings, Inc.$1.5M02026-06-30
Openarc Corporate Advisory, LLC$1.4M1232026-06-30
Stonegate Investment Group, LLC$1.4M02025-09-30

The 250 largest of 769 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30