Focus Partners Wealth
VTWO icon

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

Focus Partners Wealth’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 		$18.4M Sell
178,002
-25,394
-12% -$2.65M 0.02% 517
2025
Q4 		$20.2M Buy
203,396
+95,628
+89% +$9.51M 0.02% 484
2025
Q3 		$10.5M Sell
107,768
-1,432
-1% -$133K 0.02% 547
2025
Q2 		$9.52M Buy
109,200
+66,988
+159% +$5.45M 0.02% 510
2025
Q1 		$3.4M Buy
42,212
+984
+2% +$86.3K 0.01% 736
2024
Q4 		$3.68M Buy
41,228
+1,765
+4% +$163K 0.01% 698
2024
Q3 		$3.53M Buy
39,463
+633
+2% +$54.8K 0.01% 644
2024
Q2 		$3.18M Buy
38,830
+13,960
+56% +$1.14M 0.01% 576
2024
Q1 		$2.12M Hold
24,870
– – 0.02% 469
2023
Q4 		$2.02M Buy
+24,870
New +$1.8M 0.03% 352

Other funds holding VTWO

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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