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	0.03%	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

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's VTWO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 91,636 shares — an estimated $8.96M sold.

Kovitz Investment Group Partners first reported a position in VTWO in Q4 2022 and held it in 12 quarters. The position peaked at $8.96M in Q3 2025. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 91,636 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $8.96M.
Kovitz Investment Group Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 12 quarters.
Kovitz Investment Group Partners's Vanguard Russell 2000 ETF position peaked at $8.96M in Q3 2025.
661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.