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Anchor Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Anchor Investment Management’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
2026
Q1 		$4.11K Buy
+41
New +$4.28K ﹤0.01% 921
2025
Q4 		– Sell
-277
Closed -$27.1K – 1081
2025
Q3 		$27.1K Buy
277
+1
+0.4% +$93 ﹤0.01% 691
2025
Q2 		$24K Buy
276
+1
+0.4% +$81 ﹤0.01% 698
2025
Q1 		$22.2K Buy
+275
New +$24.1K ﹤0.01% 697
2019
Q3 		– Sell
-200
Closed -$12.5K – 819
2019
Q2 		$12.5K Hold
200
– – ﹤0.01% 611
2019
Q1 		$12.3K Sell
200
-60
-23% -$3.62K ﹤0.01% 605
2018
Q4 		$14K Sell
260
-400
-61% -$24K ﹤0.01% 582
2018
Q3 		$44.7K Buy
660
+60
+10% +$4.07K 0.01% 493
2018
Q2 		$39.4K Buy
+600
New +$38.5K 0.01% 517

Other funds holding VTWO

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return