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Congress Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Congress Wealth Management’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 		$593K Buy
6,803
+1,200
+21% +$97.6K 0.01% 867
2025
Q1 		$452K Sell
5,603
-830
-13% -$72.8K 0.01% 845
2024
Q4 		$575K Buy
+6,433
New +$594K 0.01% 608

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's VTWO Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 21% in Q2 2025, buying an estimated $97.6K and bringing the position to 6,803 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #867.

Congress Wealth Management first reported a position in VTWO in Q4 2024 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

  • Congress Wealth Management held 6,803 shares of Vanguard Russell 2000 ETF worth $593K as of Q2 2025.
  • Congress Wealth Management bought 1,200 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $97.6K.
  • Vanguard Russell 2000 ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #867 holding.
  • Congress Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.