FBB
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Fulton Breakefield Broenniman’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Fulton Breakefield Broenniman’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 		$571K Sell
4,699
-60
-1% -$6.81K 0.03% 121
2026
Q1 		$477K Hold
4,759
– – 0.03% 120
2025
Q4 		$474K Sell
4,759
-1,132
-19% -$113K 0.03% 131
2025
Q3 		$576K Sell
5,891
-379
-6% -$35.2K 0.04% 121
2025
Q2 		$547K Sell
6,270
-546
-8% -$44.4K 0.04% 121
2025
Q1 		$550K Sell
6,816
-1,540
-18% -$135K 0.04% 110
2024
Q4 		$746K Sell
8,356
-74
-0.9% -$6.83K 0.05% 98
2024
Q3 		$753K Sell
8,430
-129
-2% -$11.2K 0.05% 95
2024
Q2 		$702K Sell
8,559
-325
-4% -$26.6K 0.05% 99
2024
Q1 		$756K Sell
8,884
-11,882
-57% -$958K 0.06% 92
2023
Q4 		$1.68M Sell
20,766
-1,195
-5% -$86.6K 0.14% 74
2023
Q3 		$1.57M Sell
21,961
-560
-2% -$42.5K 0.14% 72
2023
Q2 		$1.7M Sell
22,521
-608
-3% -$43.8K 0.14% 73
2023
Q1 		$1.67M Sell
23,129
-1,281
-5% -$95.2K 0.14% 75
2022
Q4 		$1.72M Buy
24,410
+403
+2% +$29K 0.15% 73
2022
Q3 		$1.6M Buy
24,007
+5,681
+31% +$418K 0.15% 73
2022
Q2 		$1.25M Buy
18,326
+8,714
+91% +$649K 0.11% 86
2022
Q1 		$796K Buy
+9,612
New +$791K 0.07% 95

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fulton Breakefield Broenniman's VTWO Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.3% in Q2 2026, selling an estimated $6.81K and leaving 4,699 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #121.

Fulton Breakefield Broenniman first reported a position in VTWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2022. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Fulton Breakefield Broenniman held 4,699 shares of Vanguard Russell 2000 ETF worth $571K as of Q2 2026.
  • Fulton Breakefield Broenniman sold 60 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $6.81K.
  • Vanguard Russell 2000 ETF made up 0.03% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #121 holding.
  • Fulton Breakefield Broenniman first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Fulton Breakefield Broenniman's Vanguard Russell 2000 ETF position peaked at $1.72M in Q4 2022.
  • 740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.