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

&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
2026 Q1	$3.94M	Buy	39,324 +4,197	+12%	+$438K	0.02%	609
2025 Q4	$3.5M	Buy	35,127 +835	+2%	+$83K	0.02%	624
2025 Q3	$3.32M	Buy	34,292 +5,094	+17%	+$473K	0.02%	552
2025 Q2	$2.56M	Buy	29,198 +5,690	+24%	+$463K	0.02%	571
2025 Q1	$1.91M	Sell	23,508 -4,008	-15%	-$352K	0.02%	559
2024 Q4	$2.5M	Buy	27,516 +15,558	+130%	+$1.44M	0.03%	425
2024 Q3	$1.07M	Buy	11,958 +5,855	+96%	+$507K	0.02%	552
2024 Q2	$500K	Buy	6,103 +2,627	+76%	+$215K	0.02%	542
2024 Q1	$296K	Buy	+3,476	New	+$280K	0.04%	370

Other funds holding VTWO

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

&Partners's VTWO Position: Q1 2026 in Review

&Partners increased its Vanguard Russell 2000 ETF (VTWO) stake by 12% in Q1 2026, buying an estimated $438K and bringing the position to 39,324 shares worth $3.94M. The position accounts for 0.02% of the portfolio, ranked #609.

&Partners first reported a position in VTWO in Q1 2024 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

&Partners held 39,324 shares of Vanguard Russell 2000 ETF worth $3.94M as of Q1 2026.
&Partners bought 4,197 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $438K.
Vanguard Russell 2000 ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #609 holding.
&Partners first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.