Hamilton Point Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Hamilton Point Investment Advisors’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	–	Sell	-2,190	Closed	-$218K	–	196
2025 Q4	$218K	Hold	2,190	–	–	0.03%	131
2025 Q3	$214K	Buy	+2,190	New	+$203K	0.03%	127
2025 Q1	–	Sell	-2,390	Closed	-$213K	–	167
2024 Q4	$213K	Hold	2,390	–	–	0.04%	120
2024 Q3	$214K	Buy	+2,390	New	+$207K	0.04%	116
2024 Q2	–	Sell	-2,390	Closed	-$203K	–	153
2024 Q1	$203K	Sell	2,390 -400	-14%	-$32.2K	0.04%	115
2023 Q4	$226K	Buy	+2,790	New	+$202K	0.05%	118
2023 Q3	–	Sell	-2,790	Closed	-$211K	–	143
2023 Q2	$211K	Hold	2,790	–	–	0.05%	117
2023 Q1	$201K	Buy	+2,790	New	+$207K	0.05%	114

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Hamilton Point Investment Advisors's VTWO Position: Q1 2026 in Review

Hamilton Point Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 2,190 shares — an estimated $218K sold.

Hamilton Point Investment Advisors first reported a position in VTWO in Q1 2023 and held it in 8 quarters. The position peaked at $226K in Q4 2023. 681 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Hamilton Point Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Hamilton Point Investment Advisors sold 2,190 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $218K.
Hamilton Point Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 8 quarters.
Hamilton Point Investment Advisors's Vanguard Russell 2000 ETF position peaked at $226K in Q4 2023.
681 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.