Dodds Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Dodds Wealth’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	–	Sell	-5,841	Closed	-$471K	–	61
2025 Q1	$471K	Buy	5,841 +2,993	+105%	+$263K	0.15%	41
2024 Q4	$263K	Hold	2,848	–	–	0.08%	50
2024 Q3	$250K	Buy	2,848 +12	+0.4%	+$1.04K	0.08%	52
2024 Q2	$231K	Buy	2,836 +1	+0%	+$82	0.09%	51
2024 Q1	$241K	Buy	2,835 +23	+0.8%	+$1.85K	0.1%	48
2023 Q4	$228K	Buy	+2,812	New	+$204K	0.12%	49

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodds Wealth's VTWO Position: Q2 2025 in Review

Dodds Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 5,841 shares — an estimated $471K sold.

Dodds Wealth first reported a position in VTWO in Q4 2023 and held it in 6 quarters. The position peaked at $471K in Q1 2025. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Dodds Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Dodds Wealth sold 5,841 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $471K.
Dodds Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 6 quarters.
Dodds Wealth's Vanguard Russell 2000 ETF position peaked at $471K in Q1 2025.
584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Dodds Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.