Stonegate Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Stonegate Investment Group’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	$1.41M	Buy	14,421 +1,017	+8%	+$94.4K	0.03%	158
2025 Q2	$1.17M	Buy	13,404 +133	+1%	+$10.8K	0.03%	168
2025 Q1	$1.07M	Buy	13,271 +1,010	+8%	+$88.6K	0.03%	150
2024 Q4	$1.1M	Buy	12,261 +315	+3%	+$29.1K	0.03%	147
2024 Q3	$1.07M	Buy	11,946 +5,291	+80%	+$458K	0.03%	164
2024 Q2	$546K	Buy	6,655 +1,059	+19%	+$86.6K	0.02%	218
2024 Q1	$476K	Buy	5,596 +795	+17%	+$64.1K	0.01%	226
2023 Q4	$389K	Buy	4,801 +456	+10%	+$33K	0.01%	230
2023 Q3	$310K	Buy	4,345 +234	+6%	+$17.8K	0.01%	238
2023 Q2	$311K	Buy	4,111 +715	+21%	+$51.5K	0.01%	246
2023 Q1	$245K	Buy	+3,396	New	+$252K	0.01%	275
2022 Q2	–	Sell	-2,409	Closed	-$200K	–	343
2022 Q1	$200K	Buy	+2,409	New	+$198K	0.01%	250

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 $20.9B AUM 19.34% 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

Stonegate Investment Group's VTWO Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 7.6% in Q3 2025, buying an estimated $94.4K and bringing the position to 14,421 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #158.

Stonegate Investment Group first reported a position in VTWO in Q1 2022 and has held it in 12 quarters since. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

Stonegate Investment Group held 14,421 shares of Vanguard Russell 2000 ETF worth $1.41M as of Q3 2025.
Stonegate Investment Group bought 1,017 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $94.4K.
Vanguard Russell 2000 ETF made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #158 holding.
Stonegate Investment Group first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 12 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.