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LPWM LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

LPWM LLC’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 		$913K Buy
9,113
+1,899
+26% +$198K 0.23% 46
2025
Q4 		$718K Buy
7,214
+3,461
+92% +$344K 0.18% 54
2025
Q3 		$367K Sell
3,753
-10
-0.3% -$928 0.1% 65
2025
Q2 		$328K Sell
3,763
-144
-4% -$11.7K 0.1% 70
2025
Q1 		$315K Sell
3,907
-49
-1% -$4.3K 0.1% 63
2024
Q4 		$353K Sell
3,956
-4
-0.1% -$369 0.11% 60
2024
Q3 		$346K Sell
3,960
-192
-5% -$16.6K 0.11% 57
2024
Q2 		$339K Buy
4,152
+85
+2% +$6.95K 0.12% 57
2024
Q1 		$330K Buy
4,067
+101
+3% +$8.14K 0.12% 56
2023
Q4 		$310K Buy
3,966
+70
+2% +$5.07K 0.12% 54
2023
Q3 		$274K Buy
3,896
+517
+15% +$39.2K 0.12% 50
2023
Q2 		$257K Buy
3,379
+97
+3% +$6.99K 0.11% 56
2023
Q1 		$237K Sell
3,282
-104
-3% -$7.73K 0.11% 58
2022
Q4 		$247K Sell
3,386
-130
-4% -$9.34K 0.13% 54
2022
Q3 		$234K Sell
3,516
-95
-3% -$6.99K 0.14% 55
2022
Q2 		$256K Buy
3,611
+697
+24% +$51.9K 0.14% 52
2022
Q1 		$235K Buy
2,914
+129
+5% +$10.6K 0.12% 63
2021
Q4 		$250K Buy
2,785
+165
+6% +$15.1K 0.13% 60
2021
Q3 		$235K Buy
2,620
+269
+11% +$24.1K 0.14% 59
2021
Q2 		$215K Buy
2,351
+39
+2% +$3.54K 0.13% 60
2021
Q1 		$209K Buy
+2,312
New +$204K 0.14% 55

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

LPWM LLC's VTWO Position: Q1 2026 in Review

LPWM LLC increased its Vanguard Russell 2000 ETF (VTWO) stake by 26% in Q1 2026, buying an estimated $198K and bringing the position to 9,113 shares worth $913K. The position accounts for 0.23% of the portfolio, ranked #46.

LPWM LLC first reported a position in VTWO in Q1 2021 and has held it in 21 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • LPWM LLC held 9,113 shares of Vanguard Russell 2000 ETF worth $913K as of Q1 2026.
  • LPWM LLC bought 1,899 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $198K.
  • Vanguard Russell 2000 ETF made up 0.23% of LPWM LLC's portfolio in Q1 2026, its #46 holding.
  • LPWM LLC first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.