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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
Q2 		$1.25M Buy
10,326
+1,213
+13% +$138K 0.28% 41
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 $1.55T 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
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 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPWM LLC's VTWO Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Russell 2000 ETF (VTWO) stake by 13% in Q2 2026, buying an estimated $138K and bringing the position to 10,326 shares worth $1.25M. The position accounts for 0.28% of the portfolio, ranked #41.

LPWM LLC first reported a position in VTWO in Q1 2021 and has held it in 22 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • LPWM LLC held 10,326 shares of Vanguard Russell 2000 ETF worth $1.25M as of Q2 2026.
  • LPWM LLC bought 1,213 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Russell 2000 ETF made up 0.28% of LPWM LLC's portfolio in Q2 2026, its #41 holding.
  • LPWM LLC first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.