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 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

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

Matthew Hamilton Rosenberg's VTWO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 303 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #476.

Matthew Hamilton Rosenberg first reported a position in VTWO in Q3 2021 and has held it in 17 quarters since. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Matthew Hamilton Rosenberg held 303 shares of Vanguard Russell 2000 ETF worth $36.8K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #476 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 17 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.