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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Hoge Financial Services's VTWO Position: Q1 2026 in Review

Hoge Financial Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 2,144 shares — an estimated $213K sold.

Hoge Financial Services first reported a position in VTWO in Q4 2024 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Hoge Financial Services reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Hoge Financial Services sold 2,144 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $213K.
Hoge Financial Services first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 3 quarters.
Hoge Financial Services's Vanguard Russell 2000 ETF position peaked at $213K in Q4 2025.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.