VTWO — VANGUARD RUSSELL 2000 ETF

Ownership history in S. R. Schill & Associates  ·  22 quarters on record

AI Ownership Summary

S. R. Schill & Associates reported VANGUARD RUSSELL 2000 ETF (VTWO) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.02% in 2025 Q4. The latest visible filing shows VTWO at 16.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S. R. Schill & Associates'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 16.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.02% in 2025 Q4

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 S. R. Schill & Associates fund profile S. R. Schill & Associates full holdings
How S. R. Schill & Associates 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 228,041 -2,974 -1.3% 16.02% $22.7M 2026-02-14 (Est.) $105.98
2025 Q3 REDUCED 231,015 -274 -0.1% 15.87% $22.6M 2025-11-14 $95.36
2025 Q2 ADDED 231,289 +48,134 +26.3% 14.86% $20.2M 2025-07-02 $88.46
2025 Q1 ADDED 183,155 +8,417 +4.8% 11.78% $14.8M 2025-04-21 $72.87
2024 Q4 REDUCED 174,738 -7,294 -4.0% 13.06% $15.6M 2025-01-22 $90.86
2024 Q3 REDUCED 182,032 -6,368 -3.4% 11.52% $16.3M 2024-11-13 $93.28
2024 Q2 ADDED 188,400 +3,857 +2.1% 6.76% $15.4M 2024-07-15 $85.76
2024 Q1 REDUCED 184,543 -6,584 -3.4% 6.83% $15.7M 2024-04-04 $80.19
2023 Q4 ADDED 191,127 +800 +0.4% 6.91% $15.5M 2024-01-30 $77.62
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTWO

As of 2026 Q1 — sorted by position size

Brandywine Asset Management, Inc. 11.93% Summit Financial Consulting LLC 5.23% 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% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 1.93% Venturi Wealth Management, LLC 3Y 7Y 1.93%

FAQ About S. R. Schill & Associates and VTWO

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

How long has S. R. Schill & Associates reported owning VTWO?

S. R. Schill & Associates reported VTWO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTWO position in S. R. Schill & Associates's portfolio?

The largest reported portfolio weight for VTWO was 16.02% in 2025 Q4.

What is the latest reported VTWO position on this page?

The most recent filing on this page is 2025 Q4, when S. R. Schill & Associates reported 228,041 shares, equal to 16.02% of portfolio, with an estimated market value of $22.7M.

What does the chart on this VTWO ownership page compare?

The chart compares S. R. Schill & Associates'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.

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