Hazlett, Burt & Watson’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Hazlett, Burt & Watson’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
2025 Q4	–	Sell	-128	Closed	-$12K	–	959
2025 Q3	$12K	Buy	128 +1	+0.8%	+$93	﹤0.01%	641
2025 Q2	$11K	Sell	127 -128	-50%	-$10.4K	﹤0.01%	577
2025 Q1	$20K	Buy	255 +2	+0.8%	+$175	0.01%	495
2024 Q4	$22K	Hold	253	–	–	0.01%	455
2024 Q3	$22K	Buy	253 +2	+0.8%	+$173	0.01%	458
2024 Q2	$20K	Sell	251 -143	-36%	-$11.7K	0.01%	453
2024 Q1	$34K	Hold	394	–	–	0.02%	381
2023 Q4	$32K	Buy	394 +2	+0.5%	+$145	0.02%	367
2023 Q3	$28K	Buy	+392	New	+$29.7K	0.02%	377
2022 Q3	–	Sell	-644	Closed	-$44K	–	658
2022 Q2	$44K	Hold	644	–	–	0.04%	287
2022 Q1	$53K	Buy	+644	New	+$53K	0.04%	279

Other funds holding VTWO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Hazlett, Burt & Watson's VTWO Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 128 shares — an estimated $12K sold.

Hazlett, Burt & Watson first reported a position in VTWO in Q1 2022 and held it in 11 quarters. The position peaked at $53K in Q1 2022. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Hazlett, Burt & Watson reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 128 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $12K.
Hazlett, Burt & Watson first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 11 quarters.
Hazlett, Burt & Watson's Vanguard Russell 2000 ETF position peaked at $53K in Q1 2022.
661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.