Hoge Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Hoge Financial Services’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	$202K	Buy	+1,666	New	+$189K	0.1%	83
2026 Q1	–	Sell	-2,144	Closed	-$213K	–	76
2025 Q4	$213K	Buy	2,144 +9	+0.4%	+$895	0.12%	67
2025 Q3	$209K	Buy	+2,135	New	+$198K	0.12%	68
2025 Q1	–	Sell	-2,245	Closed	-$201K	–	62
2024 Q4	$201K	Buy	+2,245	New	+$207K	0.15%	56

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hoge Financial Services's VTWO Position: Q2 2026 in Review

Hoge Financial Services opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,666 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings. This is a return to the name: Hoge Financial Services previously reported a position in VTWO as recently as Q4 2025.

Hoge Financial Services first reported a position in VTWO in Q4 2024 and has held it in 4 quarters since. The position peaked at $213K in Q4 2025. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Hoge Financial Services held 1,666 shares of Vanguard Russell 2000 ETF worth $202K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Hoge Financial Services position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.1% of Hoge Financial Services's portfolio in Q2 2026, its #83 holding.
Hoge Financial Services first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
Hoge Financial Services's Vanguard Russell 2000 ETF position peaked at $213K in Q4 2025.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.