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Marble Harbor Investment Counsel’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Marble Harbor Investment Counsel’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 		$1.49M Buy
14,865
+700
+5% +$73K 0.16% 80
2025
Q4 		$1.41M Hold
14,165
– – 0.15% 76
2025
Q3 		$1.39M Hold
14,165
– – 0.15% 77
2025
Q2 		$1.24M Hold
14,165
– – 0.13% 79
2025
Q1 		$1.14M Hold
14,165
– – 0.13% 80
2024
Q4 		$1.27M Hold
14,165
– – 0.14% 78
2024
Q3 		$1.27M Hold
14,165
– – 0.14% 80
2024
Q2 		$1.16M Sell
14,165
-360
-2% -$29.4K 0.14% 83
2024
Q1 		$1.24M Buy
14,525
+250
+2% +$20.1K 0.14% 80
2023
Q4 		$1.16M Sell
14,275
-400
-3% -$29K 0.14% 82
2023
Q3 		$1.05M Hold
14,675
– – 0.14% 85
2023
Q2 		$1.11M Sell
14,675
-60
-0.4% -$4.32K 0.14% 86
2023
Q1 		$1.06M Hold
14,735
– – 0.14% 87
2022
Q4 		$1.04M Sell
14,735
-50
-0.3% -$3.59K 0.14% 87
2022
Q3 		$985K Hold
14,785
– – 0.15% 87
2022
Q2 		$1.01M Sell
14,785
-250
-2% -$18.6K 0.15% 87
2022
Q1 		$1.25M Sell
15,035
-1,300
-8% -$107K 0.15% 83
2021
Q4 		$1.47M Buy
16,335
+3,285
+25% +$300K 0.17% 77
2021
Q3 		$1.15M Sell
13,050
-2,800
-18% -$251K 0.16% 81
2021
Q2 		$1.47M Buy
15,850
+180
+1% +$16.3K 0.19% 77
2021
Q1 		$1.4M Buy
15,670
+100
+0.6% +$8.81K 0.19% 76
2020
Q4 		$1.23M Hold
15,570
– – 0.18% 78
2020
Q3 		$942K Buy
15,570
+1,200
+8% +$72.8K 0.15% 82
2020
Q2 		$829K Buy
+14,370
New +$760K 0.14% 82

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

Marble Harbor Investment Counsel's VTWO Position: Q1 2026 in Review

Marble Harbor Investment Counsel increased its Vanguard Russell 2000 ETF (VTWO) stake by 4.9% in Q1 2026, buying an estimated $73K and bringing the position to 14,865 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #80.

Marble Harbor Investment Counsel first reported a position in VTWO in Q2 2020 and has held it in 24 quarters since. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Marble Harbor Investment Counsel held 14,865 shares of Vanguard Russell 2000 ETF worth $1.49M as of Q1 2026.
  • Marble Harbor Investment Counsel bought 700 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $73K.
  • Vanguard Russell 2000 ETF made up 0.16% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #80 holding.
  • Marble Harbor Investment Counsel first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.