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Capital A Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-89
Closed -$7.18K – 833
2025
Q1 		$7.18K Sell
89
-97
-52% -$8.51K 0.01% 333
2024
Q4 		$16.6K Buy
+186
New +$17.2K 0.03% 252

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital A Wealth Management's VTWO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 89 shares — an estimated $7.18K sold.

Capital A Wealth Management first reported a position in VTWO in Q4 2024 and held it in 2 quarters. The position peaked at $16.6K in Q4 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 89 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $7.18K.
  • Capital A Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Russell 2000 ETF position peaked at $16.6K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.