Atlas Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Atlas Capital Advisors’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	–	Sell	-316	Closed	-$28.2K	–	1018
2024 Q4	$28.2K	Hold	316	–	–	﹤0.01%	682
2024 Q3	$28.2K	Hold	316	–	–	﹤0.01%	649
2024 Q2	$25.9K	Hold	316	–	–	﹤0.01%	665
2024 Q1	$26.9K	Buy	316 +117	+59%	+$9.43K	﹤0.01%	644
2023 Q4	$16.1K	Hold	199	–	–	﹤0.01%	707
2023 Q3	$14.2K	Buy	199 +99	+99%	+$7.51K	﹤0.01%	673
2023 Q2	$7.56K	Hold	100	–	–	﹤0.01%	756
2023 Q1	$7.21K	Hold	100	–	–	﹤0.01%	764
2022 Q4	$7.04K	Hold	100	–	–	﹤0.01%	762
2022 Q3	$6.66K	Hold	100	–	–	﹤0.01%	751
2022 Q2	$6.84K	Hold	100	–	–	﹤0.01%	807
2022 Q1	$8.29K	Hold	100	–	–	﹤0.01%	732
2021 Q4	$8.98K	Hold	100	–	–	﹤0.01%	731
2021 Q3	$8.84K	Hold	100	–	–	﹤0.01%	742
2021 Q2	$9.26K	Hold	100	–	–	﹤0.01%	752
2021 Q1	$8.91K	Hold	100	–	–	﹤0.01%	693
2020 Q4	$7.91K	Buy	+100	New	+$7.07K	﹤0.01%	606
2020 Q3	–	Sell	-100	Closed	-$5.77K	–	594
2020 Q2	$5.77K	Hold	100	–	–	﹤0.01%	638
2020 Q1	$4.61K	Hold	100	–	–	﹤0.01%	624
2019 Q4	$6.66K	Hold	100	–	–	﹤0.01%	603
2019 Q3	$6.08K	Hold	100	–	–	﹤0.01%	599
2019 Q2	$6.25K	Hold	100	–	–	﹤0.01%	616
2019 Q1	$6.15K	Hold	100	–	–	﹤0.01%	537
2018 Q4	$5.37K	Hold	100	–	–	﹤0.01%	539
2018 Q3	$6.67K	Hold	100	–	–	﹤0.01%	514
2018 Q2	$6.73K	Hold	100	–	–	﹤0.01%	485
2018 Q1	$6.1K	Buy	+100	New	+$6.2K	﹤0.01%	496

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atlas Capital Advisors's VTWO Position: Q1 2025 in Review

Atlas Capital Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 316 shares — an estimated $28.2K sold.

Atlas Capital Advisors first reported a position in VTWO in Q1 2018 and held it in 27 quarters. The position peaked at $28.2K in Q3 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Atlas Capital Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Atlas Capital Advisors sold 316 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $28.2K.
Atlas Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2018 and held it in 27 quarters.
Atlas Capital Advisors's Vanguard Russell 2000 ETF position peaked at $28.2K in Q3 2024.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.