Keener Financial Planning’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Keener Financial Planning’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	$671K	Hold	6,706	–	–	0.28%	21
2025 Q4	$667K	Hold	6,706	–	–	0.29%	22
2025 Q3	$655K	Sell	6,706 -108	-2%	-$10K	0.3%	20
2025 Q2	$594K	Buy	6,814 +2,488	+58%	+$202K	0.3%	22
2025 Q1	$348K	Buy	4,326 +121	+3%	+$10.6K	0.23%	26
2024 Q4	$375K	Buy	4,205 +730	+21%	+$67.3K	0.22%	31
2024 Q3	$310K	Sell	3,475 -730	-17%	-$63.2K	0.2%	34
2024 Q2	$344K	Buy	4,205 +1,049	+33%	+$85.8K	0.22%	32
2024 Q1	$269K	Hold	3,156	–	–	0.19%	37
2023 Q4	$256K	Buy	+3,156	New	+$229K	0.2%	36

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

Keener Financial Planning's VTWO Position: Q1 2026 in Review

Keener Financial Planning held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 6,706 shares worth $671K. The position accounts for 0.28% of the portfolio, ranked #21.

Keener Financial Planning first reported a position in VTWO in Q4 2023 and has held it in 10 quarters since. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Keener Financial Planning held 6,706 shares of Vanguard Russell 2000 ETF worth $671K as of Q1 2026.
Keener Financial Planning left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 ETF made up 0.28% of Keener Financial Planning's portfolio in Q1 2026, its #21 holding.
Keener Financial Planning first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.