JIC
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Johnson Investment Counsel’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Johnson Investment Counsel’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 		$1.56M Buy
15,526
+5,093
+49% +$531K 0.01% 358
2025
Q4 		$1.04M Buy
10,433
+74
+0.7% +$7.36K 0.01% 408
2025
Q3 		$1.01M Buy
10,359
+613
+6% +$56.9K 0.01% 421
2025
Q2 		$850K Buy
9,746
+1,418
+17% +$115K 0.01% 435
2025
Q1 		$672K Sell
8,328
-392
-4% -$34.4K 0.01% 471
2024
Q4 		$779K Buy
8,720
+670
+8% +$61.8K 0.01% 437
2024
Q3 		$719K Buy
8,050
+151
+2% +$13.1K 0.01% 447
2024
Q2 		$647K Buy
7,899
+376
+5% +$30.7K 0.01% 445
2024
Q1 		$640K Buy
7,523
+835
+12% +$67.3K 0.01% 450
2023
Q4 		$542K Buy
6,688
+587
+10% +$42.5K 0.01% 466
2023
Q3 		$436K Buy
+6,101
New +$463K 0.01% 486

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return