Caitlin John’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Caitlin John’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	-419	Closed	-$37.5K	–	794
2024 Q4	$37.5K	Hold	419	–	–	0.02%	268
2024 Q3	$39.8K	Sell	419 -62	-13%	-$5.36K	0.02%	271
2024 Q2	$39.4K	Sell	481 -465	-49%	-$38K	0.03%	275
2024 Q1	$80.4K	Buy	+946	New	+$76.2K	0.06%	184

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Caitlin John's VTWO Position: Q1 2025 in Review

Caitlin John sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 419 shares — an estimated $37.5K sold.

Caitlin John first reported a position in VTWO in Q1 2024 and held it in 4 quarters. The position peaked at $80.4K in Q1 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Caitlin John reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Caitlin John sold 419 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $37.5K.
Caitlin John first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 4 quarters.
Caitlin John's Vanguard Russell 2000 ETF position peaked at $80.4K in Q1 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.