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Carter Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Carter Financial Group’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
Q3 		– Sell
-5,539
Closed -$483K – 129
2025
Q2 		$483K Buy
+5,539
New +$451K 0.32% 56
2022
Q1 		$292K Buy
+3,523
New +$290K 0.39% 35

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carter Financial Group's VTWO Position: Q3 2025 in Review

Carter Financial Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 5,539 shares — an estimated $483K sold.

Carter Financial Group first reported a position in VTWO in Q1 2022 and held it in 2 quarters. The position peaked at $483K in Q2 2025. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

  • Carter Financial Group reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Carter Financial Group sold 5,539 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $483K.
  • Carter Financial Group first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 2 quarters.
  • Carter Financial Group's Vanguard Russell 2000 ETF position peaked at $483K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.