CFFP
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Center for Financial Planning’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-25
Closed -$2.45K – 735
2025
Q3 		$2.45K Buy
+25
New +$2.32K ﹤0.01% 584
2023
Q3 		– Sell
-13
Closed -$984 – 577
2023
Q2 		$984 Buy
+13
New +$937 ﹤0.01% 521

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Center for Financial Planning's VTWO Position: Q4 2025 in Review

Center for Financial Planning sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 25 shares — an estimated $2.45K sold.

Center for Financial Planning first reported a position in VTWO in Q2 2023 and held it in 2 quarters. The position peaked at $2.45K in Q3 2025. 659 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

  • Center for Financial Planning reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 25 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $2.45K.
  • Center for Financial Planning first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 2 quarters.
  • Center for Financial Planning's Vanguard Russell 2000 ETF position peaked at $2.45K in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.