GeoWealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

GeoWealth Management’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 Q3	–	Sell	-405	Closed	-$35.3K	–	1237
2025 Q2	$35.3K	Buy	405 +3	+0.7%	+$244	﹤0.01%	995
2025 Q1	$32.4K	Buy	402 +44	+12%	+$3.86K	﹤0.01%	938
2024 Q4	$32K	Sell	358 -7	-2%	-$646	﹤0.01%	1277
2024 Q3	$32.6K	Buy	365 +10	+3%	+$865	﹤0.01%	1190
2024 Q2	$29.1K	Buy	355 +16	+5%	+$1.31K	﹤0.01%	835
2024 Q1	$28.8K	Sell	339 -3	-0.9%	-$242	﹤0.01%	820
2023 Q4	$27K	Sell	342 -635	-65%	-$46K	﹤0.01%	643
2023 Q3	$69K	Sell	977 -121	-11%	-$9.18K	0.01%	369
2023 Q2	$83K	Buy	1,098 +5	+0.5%	+$360	0.01%	298
2023 Q1	$79K	Buy	+1,093	New	+$81.2K	0.01%	263

Other funds holding VTWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's VTWO Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 405 shares — an estimated $35.3K sold.

GeoWealth Management first reported a position in VTWO in Q1 2023 and held it in 10 quarters. The position peaked at $83K in Q2 2023. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

GeoWealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 405 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $35.3K.
GeoWealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 10 quarters.
GeoWealth Management's Vanguard Russell 2000 ETF position peaked at $83K in Q2 2023.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.