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

Evermay 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 Q1	–	Sell	-556	Closed	-$49.6K	–	610
2024 Q4	$49.6K	Buy	556 +2	+0.4%	+$185	0.01%	321
2024 Q3	$49.5K	Buy	554 +4	+0.7%	+$346	0.01%	341
2024 Q2	$45.1K	Hold	550	–	–	0.01%	356
2024 Q1	$46.8K	Buy	550 +1	+0.2%	+$81	0.01%	357
2023 Q4	$44.5K	Buy	549 +3	+0.5%	+$217	0.01%	336
2023 Q3	$39K	Buy	546 +2	+0.4%	+$152	0.01%	324
2023 Q2	$41.1K	Buy	544 +2	+0.4%	+$144	0.01%	323
2023 Q1	$39.1K	Buy	542 +2	+0.4%	+$149	0.01%	324
2022 Q4	$38K	Buy	540 +5	+0.9%	+$359	0.01%	317
2022 Q3	$36K	Buy	535 +2	+0.4%	+$147	0.01%	306
2022 Q2	$36K	Hold	533	–	–	0.01%	303
2022 Q1	$44K	Buy	533 +1	+0.2%	+$82	0.01%	311
2021 Q4	$48K	Buy	532 +4	+0.8%	+$365	0.01%	285
2021 Q3	$47K	Buy	528 +1	+0.2%	+$90	0.01%	272
2021 Q2	$49K	Buy	+527	New	+$47.9K	0.01%	290

Other funds holding VTWO

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 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

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Evermay Wealth Management's VTWO Position: Q1 2025 in Review

Evermay Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 556 shares — an estimated $49.6K sold.

Evermay Wealth Management first reported a position in VTWO in Q2 2021 and held it in 15 quarters. The position peaked at $49.6K in Q4 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Evermay Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 556 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $49.6K.
Evermay Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and held it in 15 quarters.
Evermay Wealth Management's Vanguard Russell 2000 ETF position peaked at $49.6K in Q4 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.