Brooklyn FI’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Brooklyn FI’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	$6.1M	Buy	60,872 +1,332	+2%	+$139K	1.28%	24
2025 Q4	$5.93M	Buy	59,540 +4,138	+7%	+$411K	1.27%	23
2025 Q3	$5.42M	Sell	55,402 -106	-0.2%	-$9.84K	1.21%	25
2025 Q2	$4.84M	Buy	55,508 +12,622	+29%	+$1.03M	1.24%	25
2025 Q1	$3.53M	Buy	42,886 +1,858	+5%	+$163K	1.09%	24
2024 Q4	$3.67M	Sell	41,028 -2,168	-5%	-$200K	1.22%	24
2024 Q3	$3.86M	Sell	43,196 -313	-0.7%	-$27.1K	1.36%	23
2024 Q2	$3.57M	Sell	43,509 -6,954	-14%	-$568K	1.39%	22
2024 Q1	$4.29M	Buy	50,463 +359	+0.7%	+$28.9K	1.77%	19
2023 Q4	$4.06M	Buy	+50,104	New	+$3.63M	1.91%	19

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Brooklyn FI's VTWO Position: Q1 2026 in Review

Brooklyn FI increased its Vanguard Russell 2000 ETF (VTWO) stake by 2.2% in Q1 2026, buying an estimated $139K and bringing the position to 60,872 shares worth $6.1M. The position accounts for 1.28% of the portfolio, ranked #24.

Brooklyn FI first reported a position in VTWO in Q4 2023 and has held it in 10 quarters since. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Brooklyn FI held 60,872 shares of Vanguard Russell 2000 ETF worth $6.1M as of Q1 2026.
Brooklyn FI bought 1,332 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $139K.
Vanguard Russell 2000 ETF made up 1.28% of Brooklyn FI's portfolio in Q1 2026, its #24 holding.
Brooklyn FI first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.