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Focus Partners Advisor Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Focus Partners Advisor 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
2026
Q1 		$233K Sell
2,326
-171
-7% -$17.8K ﹤0.01% 1086
2025
Q4 		$249K Sell
2,497
-60,807
-96% -$6.04M ﹤0.01% 948
2025
Q3 		$6.24M Buy
63,304
+25,131
+66% +$2.33M 0.07% 143
2025
Q2 		$3.33M Buy
38,173
+35,552
+1,356% +$2.89M 0.04% 194
2025
Q1 		$211K Buy
+2,621
New +$230K ﹤0.01% 895
2022
Q4 		– Sell
-31,019
Closed -$2.07M – 435
2022
Q3 		$2.07M Sell
31,019
-1,096
-3% -$80.7K 0.12% 86
2022
Q2 		$2.2M Buy
32,115
+399
+1% +$29.7K 0.19% 67
2022
Q1 		$2.63M Buy
31,716
+3,212
+11% +$264K 0.26% 55
2021
Q4 		$2.56M Buy
+28,504
New +$2.6M 0.53% 16

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return