Baldwin Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-33	Closed	-$2.95K	–	1015
2024 Q3	$2.95K	Hold	33	–	–	﹤0.01%	918
2024 Q2	$2.71K	Hold	33	–	–	﹤0.01%	641
2024 Q1	$2.81K	Sell	33 -152	-82%	-$12.3K	﹤0.01%	633
2023 Q4	$15K	Buy	+185	New	+$13.4K	﹤0.01%	535
2022 Q3	–	Sell	-20	Closed	-$1K	–	708
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	680
2022 Q1	$2K	Buy	+20	New	+$1.65K	﹤0.01%	646
2018 Q4	–	Sell	-610	Closed	-$41K	–	540
2018 Q3	$41K	Buy	+610	New	+$41.4K	0.01%	337
2018 Q1	–	Sell	-380	Closed	-$23K	–	515
2017 Q4	$23K	Hold	380	–	–	﹤0.01%	362
2017 Q3	$23K	Hold	380	–	–	﹤0.01%	355
2017 Q2	$21K	Hold	380	–	–	﹤0.01%	373
2017 Q1	$21K	Buy	+380	New	+$20.8K	﹤0.01%	366

Other funds holding VTWO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SRA

Summit Rock Advisors New York $16M AUM

Baldwin Wealth Partners's VTWO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 33 shares — an estimated $2.95K sold.

Baldwin Wealth Partners first reported a position in VTWO in Q1 2017 and held it in 11 quarters. The position peaked at $41K in Q3 2018. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Baldwin Wealth Partners reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 33 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $2.95K.
Baldwin Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q1 2017 and held it in 11 quarters.
Baldwin Wealth Partners's Vanguard Russell 2000 ETF position peaked at $41K in Q3 2018.
600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.