HBW
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return