Pineridge Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Pineridge Advisors’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 Q3	$115K	Buy	1,173 +312	+36%	+$29K	0.03%	69
2025 Q2	$75.1K	Buy	861 +46	+6%	+$3.74K	0.03%	89
2025 Q1	$65.7K	Sell	815 -43	-5%	-$3.77K	0.03%	93
2024 Q4	$76.6K	Sell	858 -85	-9%	-$7.84K	0.03%	111
2024 Q3	$84.3K	Sell	943 -28	-3%	-$2.42K	0.03%	105
2024 Q2	$79.6K	Sell	971 -221	-19%	-$18.1K	0.03%	111
2024 Q1	$101K	Sell	1,192 -420	-26%	-$33.9K	0.04%	90
2023 Q4	$131K	Buy	+1,612	New	+$117K	0.04%	92

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

Pineridge Advisors's VTWO Position: Q3 2025 in Review

Pineridge Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 36% in Q3 2025, buying an estimated $29K and bringing the position to 1,173 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #69.

Pineridge Advisors first reported a position in VTWO in Q4 2023 and has held it in 8 quarters since. The position peaked at $131K in Q4 2023. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

Pineridge Advisors held 1,173 shares of Vanguard Russell 2000 ETF worth $115K as of Q3 2025.
Pineridge Advisors bought 312 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $29K.
Vanguard Russell 2000 ETF made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #69 holding.
Pineridge Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Vanguard Russell 2000 ETF position peaked at $131K in Q4 2023.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.