Dynamic Wealth Strategies’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Dynamic Wealth Strategies’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	-32	Closed	-$3.13K	–	256
2025 Q3	$3.13K	Buy	+32	New	+$2.97K	﹤0.01%	226

Other funds holding VTWO

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

Morgan Stanley New York $1.89T AUM 35.08% 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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Dynamic Wealth Strategies's VTWO Position: Q4 2025 in Review

Dynamic Wealth Strategies sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 32 shares — an estimated $3.13K sold.

Dynamic Wealth Strategies first reported a position in VTWO in Q3 2025 and held it in 1 quarter. The position peaked at $3.13K in Q3 2025. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Dynamic Wealth Strategies reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Dynamic Wealth Strategies sold 32 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $3.13K.
Dynamic Wealth Strategies first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and held it in 1 quarter.
Dynamic Wealth Strategies's Vanguard Russell 2000 ETF position peaked at $3.13K in Q3 2025.
661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2025, filed 4 Feb 2026.