Acorn Financial Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Acorn Financial Advisory Services’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 Q2	–	Sell	-2,599	Closed	-$210K	–	206
2025 Q1	$210K	Sell	2,599 -1,596	-38%	-$140K	0.04%	182
2024 Q4	$375K	Hold	4,195	–	–	0.06%	143
2024 Q3	$375K	Sell	4,195 -691	-14%	-$59.8K	0.07%	135
2024 Q2	$401K	Sell	4,886 -8,018	-62%	-$655K	0.07%	121
2024 Q1	$1.1M	Sell	12,904 -396	-3%	-$31.9K	0.21%	66
2023 Q4	$1.08M	Buy	13,300 +28	+0.2%	+$2.03K	0.19%	83
2023 Q3	$948K	Buy	13,272 +5	+0%	+$379	0.17%	91
2023 Q2	$1M	Buy	13,267 +9	+0.1%	+$648	0.18%	82
2023 Q1	$956K	Hold	13,258	–	–	0.19%	79
2022 Q4	$933K	Hold	13,258	–	–	0.2%	75
2022 Q3	$883K	Buy	+13,258	New	+$976K	0.21%	74
2021 Q3	–	Sell	-20,650	Closed	-$1.91M	–	245
2021 Q2	$1.91M	Buy	20,650 +1,800	+10%	+$163K	0.56%	44
2021 Q1	$1.68M	Buy	18,850 +2,900	+18%	+$256K	0.61%	42
2020 Q4	$1.26M	Buy	15,950 +3,364	+27%	+$238K	0.5%	55
2020 Q3	$761K	Buy	12,586 +2,664	+27%	+$162K	0.4%	73
2020 Q2	$574K	Buy	+9,922	New	+$525K	0.4%	88

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Financial Advisory Services's VTWO Position: Q2 2025 in Review

Acorn Financial Advisory Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 2,599 shares — an estimated $210K sold.

Acorn Financial Advisory Services first reported a position in VTWO in Q2 2020 and held it in 16 quarters. The position peaked at $1.91M in Q2 2021. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Acorn Financial Advisory Services reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,599 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $210K.
Acorn Financial Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and held it in 16 quarters.
Acorn Financial Advisory Services's Vanguard Russell 2000 ETF position peaked at $1.91M in Q2 2021.
584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2025, filed 28 Jul 2025.