Castleview Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Castleview Partners’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	-171	Closed	-$15.3K	–	571
2024 Q4	$15.3K	Buy	+171	New	+$15.8K	0.01%	513
2024 Q3	–	Sell	-103	Closed	-$8.44K	–	921
2024 Q2	$8.44K	Hold	103	–	–	﹤0.01%	549
2024 Q1	$8.76K	Buy	+103	New	+$8.3K	﹤0.01%	550
2022 Q2	–	Sell	-126	Closed	-$10K	–	817
2022 Q1	$10K	Buy	+126	New	+$10.4K	0.01%	502

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

Castleview Partners's VTWO Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 171 shares — an estimated $15.3K sold.

Castleview Partners first reported a position in VTWO in Q1 2022 and held it in 4 quarters. The position peaked at $15.3K in Q4 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Castleview Partners reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 171 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $15.3K.
Castleview Partners first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 4 quarters.
Castleview Partners's Vanguard Russell 2000 ETF position peaked at $15.3K in Q4 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.