Matthew Hamilton Rosenberg’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$34K	Hold	303	–	–	0.01%	498
2026 Q2	$36.8K	Hold	303	–	–	0.01%	476
2026 Q1	$30.4K	Hold	303	–	–	0.01%	490
2025 Q4	$30.2K	Hold	303	–	–	0.01%	489
2025 Q3	$29.6K	Hold	303	–	–	0.01%	486
2025 Q2	$26.4K	Buy	303 +4	+1%	+$325	0.01%	521
2025 Q1	$24.1K	Hold	299	–	–	0.01%	515
2024 Q4	$26.7K	Hold	299	–	–	0.01%	502
2024 Q3	$26.7K	Hold	299	–	–	0.01%	519
2024 Q2	$24.3K	Hold	299	–	–	0.01%	503
2024 Q1	$25.2K	Buy	+299	New	+$24.1K	0.01%	514
2023 Q2	–	Sell	-58	Closed	-$4.18K	–	1001
2023 Q1	$4.18K	Hold	58	–	–	﹤0.01%	740
2022 Q4	$4.08K	Hold	58	–	–	﹤0.01%	734
2022 Q3	$4K	Hold	58	–	–	﹤0.01%	736
2022 Q2	$4K	Hold	58	–	–	﹤0.01%	719
2022 Q1	$5K	Hold	58	–	–	﹤0.01%	682
2021 Q4	$5K	Hold	58	–	–	﹤0.01%	655
2021 Q3	$5K	Buy	+58	New	+$5.19K	﹤0.01%	636

Other funds holding VTWO

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Matthew Hamilton Rosenberg's VTWO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2026 at 303 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #498.

Matthew Hamilton Rosenberg first reported a position in VTWO in Q3 2021 and has held it in 18 quarters since. The position peaked at $36.8K in Q2 2026. 31 funds tracked by Wall St. Rank hold VTWO as of Q3 2026.

Matthew Hamilton Rosenberg held 303 shares of Vanguard Russell 2000 ETF worth $34K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Russell 2000 ETF share count unchanged in Q3 2026.
Vanguard Russell 2000 ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #498 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 18 quarters since.
Matthew Hamilton Rosenberg's Vanguard Russell 2000 ETF position peaked at $36.8K in Q2 2026.
31 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.