ORG Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

ORG Partners’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
2025 Q4	$12.1K	Buy	122 +2	+2%	+$199	﹤0.01%	938
2025 Q3	$11.8K	Sell	120 -8	-6%	-$742	﹤0.01%	937
2025 Q2	$11.3K	Buy	128 +14	+12%	+$1.14K	﹤0.01%	882
2025 Q1	$9.24K	Sell	114 -1,993	-95%	-$175K	﹤0.01%	812
2024 Q4	$188K	Sell	2,107 -70	-3%	-$6.46K	0.03%	329
2024 Q3	$195K	Sell	2,177 -1,786	-45%	-$155K	0.03%	287
2024 Q2	$322K	Buy	+3,963	New	+$324K	0.04%	316
2024 Q1	–	Sell	-4,890	Closed	-$397K	–	1111
2023 Q4	$397K	Buy	4,890 +4,502	+1,160%	+$326K	0.07%	200
2023 Q3	$27.8K	Sell	388 -3,142	-89%	-$238K	0.01%	634
2023 Q2	$268K	Buy	+3,530	New	+$254K	0.04%	317

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's VTWO Position: Q4 2025 in Review

ORG Partners increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.7% in Q4 2025, buying an estimated $199 and bringing the position to 122 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

ORG Partners first reported a position in VTWO in Q2 2023 and has held it in 10 quarters since. The position peaked at $397K in Q4 2023. 657 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

ORG Partners held 122 shares of Vanguard Russell 2000 ETF worth $12.1K as of Q4 2025.
ORG Partners bought 2 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $199.
Vanguard Russell 2000 ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #938 holding.
ORG Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Vanguard Russell 2000 ETF position peaked at $397K in Q4 2023.
657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.