Lodestar Private Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lodestar Private Asset Management’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 Q2	$13.8M	Buy	113,415 +4,781	+4%	+$543K	1.19%	27
2026 Q1	$10.9M	Buy	108,634 +2,549	+2%	+$266K	1.07%	28
2025 Q4	$10.6M	Buy	106,085 +843	+0.8%	+$83.8K	1.06%	29
2025 Q3	$10.3M	Buy	105,242 +1,442	+1%	+$134K	1.07%	30
2025 Q2	$9.05M	Sell	103,800 -8,005	-7%	-$651K	1.04%	31
2025 Q1	$9.02M	Buy	111,805 +7,182	+7%	+$630K	1.13%	28
2024 Q4	$9.35M	Buy	104,623 +1,248	+1%	+$115K	1.17%	28
2024 Q3	$9.24M	Buy	103,375 +3,263	+3%	+$282K	1.18%	25
2024 Q2	$8.21M	Buy	100,112 +5,349	+6%	+$437K	1.13%	26
2024 Q1	$8.06M	Buy	94,763 +5,716	+6%	+$461K	1.15%	24
2023 Q4	$7.22M	Buy	89,047 +12,628	+17%	+$915K	1.11%	28
2023 Q3	$5.46M	Buy	76,419 +28,230	+59%	+$2.14M	0.93%	30
2023 Q2	$3.64M	Buy	48,189 +24,055	+100%	+$1.73M	0.61%	43
2023 Q1	$1.74M	Buy	24,134 +18,197	+307%	+$1.35M	0.31%	65
2022 Q4	$418K	Buy	+5,937	New	+$427K	0.08%	133

Other funds holding VTWO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lodestar Private Asset Management's VTWO Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 4.4% in Q2 2026, buying an estimated $543K and bringing the position to 113,415 shares worth $13.8M. The position accounts for 1.19% of the portfolio, ranked #27.

Lodestar Private Asset Management first reported a position in VTWO in Q4 2022 and has held it in 15 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Lodestar Private Asset Management held 113,415 shares of Vanguard Russell 2000 ETF worth $13.8M as of Q2 2026.
Lodestar Private Asset Management bought 4,781 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $543K.
Vanguard Russell 2000 ETF made up 1.19% of Lodestar Private Asset Management's portfolio in Q2 2026, its #27 holding.
Lodestar Private Asset Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.