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Kozak & Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kozak & Associates’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
-65
Closed -$6.84K – 460
2025
Q4 		$6.84K Buy
+65
New +$6.46K ﹤0.01% 282

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Kozak & Associates's VTWO Position: Q1 2026 in Review

Kozak & Associates sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 65 shares — an estimated $6.84K sold.

Kozak & Associates first reported a position in VTWO in Q4 2025 and held it in 1 quarter. The position peaked at $6.84K in Q4 2025. 681 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Kozak & Associates reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Kozak & Associates sold 65 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $6.84K.
  • Kozak & Associates first reported a position in Vanguard Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Kozak & Associates's Vanguard Russell 2000 ETF position peaked at $6.84K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Kozak & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.