Kovitz Investment Group Partners
VTWO icon

Kovitz Investment Group Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kovitz Investment Group Partners’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
-91,636
Closed -$8.96M – 1317
2025
Q3 		$8.96M Buy
91,636
+18,227
+25% +$1.69M 0.04% 346
2025
Q2 		$6.4M Buy
73,409
+17,416
+31% +$1.42M 0.03% 399
2025
Q1 		$4.52M Buy
55,993
+4,306
+8% +$378K 0.02% 424
2024
Q4 		$4.62M Buy
51,687
+15,585
+43% +$1.44M 0.02% 413
2024
Q3 		$3.02M Buy
36,102
+18,806
+109% +$1.63M 0.02% 425
2024
Q2 		$1.42M Sell
17,296
-3,295
-16% -$269K 0.01% 481
2024
Q1 		$1.75M Sell
20,591
-14,822
-42% -$1.19M 0.02% 315
2023
Q4 		$2.87M Buy
35,413
+96
+0.3% +$6.95K 0.05% 207
2023
Q3 		$2.52M Sell
35,317
-144
-0.4% -$10.9K 0.05% 215
2023
Q2 		$2.68M Sell
35,461
-5,586
-14% -$402K 0.04% 219
2023
Q1 		$2.96M Buy
41,047
+506
+1% +$37.6K 0.05% 207
2022
Q4 		$2.85M Buy
+40,541
New +$2.91M 0.06% 210

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US Bancorp
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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