Fiduciary Family Office’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Fiduciary Family Office’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	-4,438	Closed	-$358K	–	205
2025 Q1	$358K	Buy	+4,438	New	+$389K	0.12%	143
2024 Q4	–	Sell	-4,438	Closed	-$397K	–	253
2024 Q3	$397K	Buy	4,438 +1,155	+35%	+$99.9K	0.13%	149
2024 Q2	$269K	Buy	+3,283	New	+$268K	0.11%	168

Other funds holding VTWO

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Fiduciary Family Office's VTWO Position: Q2 2025 in Review

Fiduciary Family Office sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 4,438 shares — an estimated $358K sold.

Fiduciary Family Office first reported a position in VTWO in Q2 2024 and held it in 3 quarters. The position peaked at $397K in Q3 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Fiduciary Family Office reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Fiduciary Family Office sold 4,438 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $358K.
Fiduciary Family Office first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 3 quarters.
Fiduciary Family Office's Vanguard Russell 2000 ETF position peaked at $397K in Q3 2024.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Fiduciary Family Office's 13F filing for Q2 2025, filed 30 Jul 2025.