Stegner Investment Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Stegner Investment Associates’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	-2,150	Closed	-$210K	–	34
2025 Q3	$210K	Buy	+2,150	New	+$200K	0.12%	34
2025 Q1	–	Sell	-2,398	Closed	-$214K	–	27
2024 Q4	$214K	Sell	2,398 -10	-0.4%	-$923	0.14%	27
2024 Q3	$215K	Sell	2,408 -116	-5%	-$10K	0.15%	24
2024 Q2	$207K	Sell	2,524 -24	-0.9%	-$1.96K	0.15%	24
2024 Q1	$217K	Buy	+2,548	New	+$205K	0.16%	22

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

Stegner Investment Associates's VTWO Position: Q4 2025 in Review

Stegner Investment Associates sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 2,150 shares — an estimated $210K sold.

Stegner Investment Associates first reported a position in VTWO in Q1 2024 and held it in 5 quarters. The position peaked at $217K in Q1 2024. 659 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Stegner Investment Associates reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Stegner Investment Associates sold 2,150 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $210K.
Stegner Investment Associates first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 5 quarters.
Stegner Investment Associates's Vanguard Russell 2000 ETF position peaked at $217K in Q1 2024.
659 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Stegner Investment Associates's 13F filing for Q4 2025, filed 30 Jan 2026.