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Adero Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Adero Partners’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
Q1 		$3.16M Buy
39,138
+1,929
+5% +$169K 0.21% 45
2024
Q4 		$3.32M Sell
37,209
-916
-2% -$84.5K 0.21% 47
2024
Q3 		$3.41M Sell
38,125
-785
-2% -$67.9K 0.23% 44
2024
Q2 		$3.19M Sell
38,910
-1,956
-5% -$160K 0.23% 42
2024
Q1 		$3.48M Sell
40,866
-899
-2% -$72.5K 0.26% 39
2023
Q4 		$3.39M Sell
41,765
-6,278
-13% -$455K 0.29% 40
2023
Q3 		$3.43M Sell
48,043
-4,814
-9% -$365K 0.33% 37
2023
Q2 		$4M Sell
52,857
-1,178
-2% -$84.9K 0.39% 33
2023
Q1 		$3.89M Buy
54,035
+7,249
+15% +$539K 0.43% 32
2022
Q4 		$3.29M Sell
46,786
-5,945
-11% -$427K 0.4% 32
2022
Q3 		$3.69M Buy
52,731
+6,671
+14% +$491K 0.47% 29
2022
Q2 		$3.18M Buy
46,060
+20,098
+77% +$1.5M 0.45% 31
2022
Q1 		$2.15M Buy
25,962
+2,806
+12% +$231K 0.32% 41
2021
Q4 		$2.08M Hold
23,156
– – 0.34% 43
2021
Q3 		$2.05M Sell
23,156
-24,208
-51% -$2.17M 0.37% 41
2021
Q2 		$4.38M Sell
47,364
-20,692
-30% -$1.88M 1.01% 20
2021
Q1 		$6.07M Hold
68,056
– – 2.71% 9
2020
Q4 		$5.39M Hold
68,056
– – 4.62% 4
2020
Q3 		$4.12M Buy
+68,056
New +$4.13M 3.3% 6

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Adero Partners's VTWO Position: Q1 2025 in Review

Adero Partners increased its Vanguard Russell 2000 ETF (VTWO) stake by 5.2% in Q1 2025, buying an estimated $169K and bringing the position to 39,138 shares worth $3.16M. The position accounts for 0.21% of the portfolio, ranked #45.

Adero Partners first reported a position in VTWO in Q3 2020 and has held it in 19 quarters since. The position peaked at $6.07M in Q1 2021. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • Adero Partners held 39,138 shares of Vanguard Russell 2000 ETF worth $3.16M as of Q1 2025.
  • Adero Partners bought 1,929 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $169K.
  • Vanguard Russell 2000 ETF made up 0.21% of Adero Partners's portfolio in Q1 2025, its #45 holding.
  • Adero Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and has held it in 19 quarters since.
  • Adero Partners's Vanguard Russell 2000 ETF position peaked at $6.07M in Q1 2021.
  • 581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.