PRAIRIEVIEW WEALTH PARTNERS, LLC VTWO — VANGUARD RUSSELL 2000 ETF

Ownership history in PRAIRIEVIEW WEALTH PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

PRAIRIEVIEW WEALTH PARTNERS, LLC reported VANGUARD RUSSELL 2000 ETF (VTWO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.97% in 2024 Q3. The latest visible filing shows VTWO at 7.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRAIRIEVIEW WEALTH PARTNERS, LLC's position in VANGUARD RUSSELL 2000 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTWO was reported at 7.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTWO stock page PRAIRIEVIEW WEALTH PARTNERS, LLC fund profile PRAIRIEVIEW WEALTH PARTNERS, LLC full holdings
How PRAIRIEVIEW WEALTH PARTNERS, LLC held VTWO — position size vs. price
% of Fund (quarterly)    VTWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 83,484 +2,786 +3.5% 7.54% $8.3M 2026-02-14 (Est.) $105.98
2025 Q3 ADDED — — — 80,698 +3,172 +4.1% 7.42% $7.9M 2025-11-12 $97.83
2025 Q2 REDUCED 12.9% +12.4% ❌ 77,526 -11,459 -12.9% 7.02% $6.8M 2025-08-07 $88.01
2025 Q1 REDUCED — — — 88,985 -3,351 -3.6% 8.77% $7.2M 2025-05-09 $80.11
2024 Q4 REDUCED — — — 92,336 -522 -0.6% 8.91% $8.2M 2025-01-29 $90.04
2024 Q3 REDUCED 20.4% +0.2% ❌ 92,858 -23,811 -20.4% 8.97% $8.3M 2024-10-21 $88.09
2024 Q2 ADDED — — — 116,669 +92,763 +388.0% 8.15% $9.6M 2024-07-11 $83.25
2024 Q1 ADDED — — — 23,906 +11,591 +94.1% 1.84% $2.0M 2024-04-03 $81.03
2023 Q4 INITIATED — — — 12,315 — — 1.00% $999K 2024-02-08 $77.04

🏢 Other funds also holding VTWO

As of 2026 Q1 — sorted by position size

Brandywine Asset Management, Inc. 11.93% ACUTE INVESTMENT ADVISORY, LLC 3Y 6.85% Summit Financial Consulting LLC 5.23% RIVER'S EDGE WEALTH MANAGEMENT, LLC 4.63% CENTRAL VALLEY ADVISORS, LLC 3.81% Cadent Capital Advisors, LLC 3Y 3.7% First Citizens Asset Management, Inc. 3Y 2.38% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 2.26% Brucke Financial, Inc. 2.05% HOWARD BAILEY SECURITIES, LLC 2.01%

FAQ About PRAIRIEVIEW WEALTH PARTNERS, LLC and VTWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRAIRIEVIEW WEALTH PARTNERS, LLC reported owning VTWO?

PRAIRIEVIEW WEALTH PARTNERS, LLC reported VTWO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTWO position in PRAIRIEVIEW WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for VTWO was 8.97% in 2024 Q3.

What is the latest reported VTWO position on this page?

The most recent filing on this page is 2025 Q4, when PRAIRIEVIEW WEALTH PARTNERS, LLC reported 83,484 shares, equal to 7.54% of portfolio, with an estimated market value of $8.3M.

What does the chart on this VTWO ownership page compare?

The chart compares PRAIRIEVIEW WEALTH PARTNERS, LLC's quarterly VTWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRAIRIEVIEW WEALTH PARTNERS, LLC time their VTWO position?

Based on 13F filing dates vs. subsequent VTWO price moves, PRAIRIEVIEW WEALTH PARTNERS, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on VTWO relative to SPY over the holding period was -0.9%.

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