Analyst IMS Investment Management Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Analyst IMS Investment Management 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 Q3	–	Sell	-13,500	Closed	-$1.18M	–	129
2025 Q2	$1.18M	Hold	13,500	–	–	0.04%	82
2025 Q1	$1.09M	Hold	13,500	–	–	0.04%	82
2024 Q4	$1.21M	Hold	13,500	–	–	0.04%	75
2024 Q3	$1.21M	Hold	13,500	–	–	0.05%	71
2024 Q2	$1.11M	Hold	13,500	–	–	0.05%	66
2024 Q1	$1.15M	Hold	13,500	–	–	0.05%	62
2023 Q4	$1.09M	Buy	+13,500	New	+$978K	0.06%	60

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

Analyst IMS Investment Management Services's VTWO Position: Q3 2025 in Review

Analyst IMS Investment Management Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 13,500 shares — an estimated $1.18M sold.

Analyst IMS Investment Management Services first reported a position in VTWO in Q4 2023 and held it in 7 quarters. The position peaked at $1.21M in Q4 2024. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

Analyst IMS Investment Management Services reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Analyst IMS Investment Management Services sold 13,500 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $1.18M.
Analyst IMS Investment Management Services first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 7 quarters.
Analyst IMS Investment Management Services's Vanguard Russell 2000 ETF position peaked at $1.21M in Q4 2024.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Analyst IMS Investment Management Services's 13F filing for Q3 2025, filed 20 Oct 2025.