Carolinas Wealth Consulting’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Carolinas Wealth Consulting’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	-910	Closed	-$73.4K	–	948
2025 Q1	$73.4K	Buy	910 +1	+0.1%	+$88	0.02%	293
2024 Q4	$81.1K	Sell	909 -53	-6%	-$4.89K	0.02%	286
2024 Q3	$85.9K	Buy	962 +60	+7%	+$5.19K	0.02%	288
2024 Q2	$74.2K	Hold	902	–	–	0.01%	309
2024 Q1	$76.7K	Sell	902 -102	-10%	-$8.22K	0.02%	310
2023 Q4	$81.5K	Buy	1,004 +107	+12%	+$7.75K	0.02%	265
2023 Q3	$59.7K	Buy	897 +2	+0.2%	+$152	0.01%	291
2023 Q2	$67.6K	Buy	895 +2	+0.2%	+$144	0.01%	312
2023 Q1	$64.3K	Buy	893 +2	+0.2%	+$149	0.01%	323
2022 Q4	$62.7K	Buy	+891	New	+$64K	0.01%	320
2022 Q1	–	Sell	-165	Closed	-$15K	–	1018
2021 Q4	$15K	Buy	+165	New	+$15.1K	﹤0.01%	558

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Carolinas Wealth Consulting's VTWO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 910 shares — an estimated $73.4K sold.

Carolinas Wealth Consulting first reported a position in VTWO in Q4 2021 and held it in 11 quarters. The position peaked at $85.9K in Q3 2024. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 910 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $73.4K.
Carolinas Wealth Consulting first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 11 quarters.
Carolinas Wealth Consulting's Vanguard Russell 2000 ETF position peaked at $85.9K in Q3 2024.
584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.