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

Fortitude 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	-688	Closed	-$55.5K	–	2147
2025 Q1	$55.5K	Buy	688 +2	+0.3%	+$175	0.02%	210
2024 Q4	$61.3K	Buy	686 +3	+0.4%	+$277	0.02%	227
2024 Q3	$61.1K	Buy	683 +4	+0.6%	+$346	0.02%	212
2024 Q2	$55.6K	Hold	679	–	–	0.03%	161
2024 Q1	$57.7K	Buy	679 +2	+0.3%	+$161	0.04%	134
2023 Q4	$54.9K	Buy	+677	New	+$49K	0.04%	156

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fortitude Family Office sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 688 shares — an estimated $55.5K sold.

Fortitude Family Office first reported a position in VTWO in Q4 2023 and held it in 6 quarters. The position peaked at $61.3K in Q4 2024. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Fortitude Family Office reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Fortitude Family Office sold 688 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $55.5K.
Fortitude Family Office first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 6 quarters.
Fortitude Family Office's Vanguard Russell 2000 ETF position peaked at $61.3K in Q4 2024.
584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.