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

Avantax 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	$5.84M	Sell	66,939 -2,391	-3%	-$194K	0.03%	406
2025 Q1	$5.59M	Buy	69,330 +10,124	+17%	+$888K	0.03%	388
2024 Q4	$5.29M	Buy	59,206 +1,072	+2%	+$98.9K	0.03%	379
2024 Q3	$5.19M	Buy	58,134 +2,052	+4%	+$178K	0.03%	383
2024 Q2	$4.6M	Buy	56,082 +3,148	+6%	+$257K	0.03%	399
2024 Q1	$4.5M	Sell	52,934 -28,343	-35%	-$2.28M	0.04%	327
2023 Q4	$6.59M	Buy	81,277 +1,852	+2%	+$134K	0.07%	228
2023 Q3	$5.67M	Sell	79,425 -303	-0.4%	-$23K	0.06%	223
2023 Q2	$6.03M	Buy	79,728 +3,395	+4%	+$245K	0.07%	212
2023 Q1	$5.5M	Sell	76,333 -758	-1%	-$56.3K	0.07%	229
2022 Q4	$5.42M	Buy	77,091 +7,595	+11%	+$546K	0.07%	208
2022 Q3	$4.63M	Sell	69,496 -7,462	-10%	-$549K	0.07%	215
2022 Q2	$5.26M	Buy	76,958 +3,011	+4%	+$224K	0.08%	191
2022 Q1	$6.13M	Buy	73,947 +616	+0.8%	+$50.7K	0.08%	170
2021 Q4	$6.59M	Buy	73,331 +5,135	+8%	+$469K	0.1%	155
2021 Q3	$6.03M	Buy	68,196 +626	+0.9%	+$56K	0.1%	157
2021 Q2	$6.26M	Buy	67,570 +3,462	+5%	+$314K	0.11%	145
2021 Q1	$5.71M	Sell	64,108 -13,008	-17%	-$1.15M	0.12%	135
2020 Q4	$6.1M	Sell	77,116 -40,796	-35%	-$2.88M	0.15%	113
2020 Q3	$7.13M	Buy	117,912 +20,506	+21%	+$1.24M	0.11%	148
2020 Q2	$5.62M	Buy	97,406 +27,598	+40%	+$1.46M	0.16%	102
2020 Q1	$3.22M	Buy	69,808 +7,188	+11%	+$431K	0.1%	142
2019 Q4	$4.17M	Buy	+62,620	New	+$3.98M	0.1%	132

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 $18.1B AUM 15% 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

Avantax Advisory Services's VTWO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3.4% in Q2 2025, selling an estimated $194K and leaving 66,939 shares worth $5.84M. The position accounts for 0.03% of the portfolio, ranked #406.

Avantax Advisory Services first reported a position in VTWO in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.13M in Q3 2020. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Avantax Advisory Services held 66,939 shares of Vanguard Russell 2000 ETF worth $5.84M as of Q2 2025.
Avantax Advisory Services sold 2,391 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $194K.
Vanguard Russell 2000 ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #406 holding.
Avantax Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Vanguard Russell 2000 ETF position peaked at $7.13M in Q3 2020.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.