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

Capital Investment 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	-3,068	Closed	-$274K	–	709
2024 Q4	$274K	Buy	3,068 +88	+3%	+$8.12K	0.01%	540
2024 Q3	$266K	Buy	+2,980	New	+$258K	0.01%	548

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

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

Capital Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 3,068 shares — an estimated $274K sold.

Capital Investment Advisors first reported a position in VTWO in Q3 2024 and held it in 2 quarters. The position peaked at $274K in Q4 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Capital Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Capital Investment Advisors sold 3,068 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $274K.
Capital Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 2 quarters.
Capital Investment Advisors's Vanguard Russell 2000 ETF position peaked at $274K in Q4 2024.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Capital Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.