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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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. 661 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.
  • 661 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.