CX Institutional VTWO β€” VANGUARD VNG RUS2000IDX ETF

Ownership history in CX Institutional  Β·  4 quarters on record

AI Ownership Summary

CX Institutional reported VANGUARD VNG RUS2000IDX ETF (VTWO) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows VTWO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in VANGUARD VNG RUS2000IDX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTWO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTWO stock page CX Institutional fund profile CX Institutional full holdings
How CX Institutional held VTWO β€” position size vs. price
% of Fund (quarterly)    VTWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 15 -23 -60.5% 0.00% $2 2026-07-02 $120.23
2025 Q1 REDUCED 99.9% +8.5% ❌ 38 -44,956 -99.9% 0.00% $3K 2025-04-15 $74.25
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VTWO

As of 2026 Q2 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.09% Hilltop National Bank 0.03% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About CX Institutional and VTWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning VTWO?

CX Institutional reported VTWO across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VTWO position in CX Institutional's portfolio?

The largest reported portfolio weight for VTWO was 0.00% in 2025 Q1.

What is the latest reported VTWO position on this page?

The most recent filing on this page is 2026 Q2, when CX Institutional reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $2.

What does the chart on this VTWO ownership page compare?

The chart compares CX Institutional's quarterly VTWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CX Institutional time their VTWO position?

Based on 13F filing dates vs. subsequent VTWO price moves, CX Institutional correctly timed 1 out of 3 reported position changes (33%).

← Back to CX Institutional Holdings