Consolidated Portfolio Review Corp’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Consolidated Portfolio Review Corp’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	-2,321	Closed	-$227K	–	418
2025 Q3	$227K	Hold	2,321	–	–	0.03%	420
2025 Q2	$202K	Buy	+2,321	New	+$189K	0.03%	430
2025 Q1	–	Sell	-2,300	Closed	-$205K	–	403
2024 Q4	$205K	Sell	2,300 -200	-8%	-$18.5K	0.03%	353
2024 Q3	$223K	Hold	2,500	–	–	0.05%	279
2024 Q2	$205K	Buy	2,500 +38	+2%	+$3.11K	0.05%	279
2024 Q1	$209K	Sell	2,462 -308	-11%	-$24.8K	0.05%	261
2023 Q4	$225K	Buy	+2,770	New	+$201K	0.05%	269
2023 Q3	–	Sell	-2,770	Closed	-$209K	–	336
2023 Q2	$209K	Buy	+2,770	New	+$200K	0.05%	294

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Consolidated Portfolio Review Corp's VTWO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 2,321 shares — an estimated $227K sold.

Consolidated Portfolio Review Corp first reported a position in VTWO in Q2 2023 and held it in 8 quarters. The position peaked at $227K in Q3 2025. 658 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 2,321 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $227K.
Consolidated Portfolio Review Corp first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's Vanguard Russell 2000 ETF position peaked at $227K in Q3 2025.
658 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.