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Family Legacy Financial Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Family Legacy Financial Solutions’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
-37
Closed -$3.62K – 233
2025
Q3 		$3.62K Sell
37
-47
-56% -$4.36K ﹤0.01% 198
2025
Q2 		$7.33K Buy
+84
New +$6.83K 0.01% 162

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Family Legacy Financial Solutions's VTWO Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 37 shares — an estimated $3.62K sold.

Family Legacy Financial Solutions first reported a position in VTWO in Q2 2025 and held it in 2 quarters. The position peaked at $7.33K in Q2 2025. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 37 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $3.62K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Vanguard Russell 2000 ETF position peaked at $7.33K in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.