Stableford Capital II’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Stableford Capital II’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	–	Sell	-22,164	Closed	-$2.17M	–	159
2025 Q3	$2.17M	Buy	+22,164	New	+$2.06M	0.78%	31
2024 Q3	–	Sell	-27,667	Closed	-$2.49M	–	141
2024 Q2	$2.49M	Buy	+27,667	New	+$2.26M	0.98%	24

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stableford Capital II's VTWO Position: Q4 2025 in Review

Stableford Capital II sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 22,164 shares — an estimated $2.17M sold.

Stableford Capital II first reported a position in VTWO in Q2 2024 and held it in 2 quarters. The position peaked at $2.49M in Q2 2024. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Stableford Capital II reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Stableford Capital II sold 22,164 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $2.17M.
Stableford Capital II first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 2 quarters.
Stableford Capital II's Vanguard Russell 2000 ETF position peaked at $2.49M in Q2 2024.
661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Stableford Capital II's 13F filing for Q4 2025, filed 13 Jan 2026.