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GoalVest Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-38,665
Closed -$3.39M – 553
2024
Q4 		$3.45M Buy
38,665
+966
+3% +$89.1K 0.95% 16
2024
Q3 		$3.37M Buy
+37,699
New +$3.26M 0.97% 13

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GoalVest Advisory's VTWO Position: Q1 2025 in Review

GoalVest Advisory sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 38,665 shares — an estimated $3.39M sold.

GoalVest Advisory first reported a position in VTWO in Q3 2024 and held it in 2 quarters. The position peaked at $3.45M in Q4 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • GoalVest Advisory reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 38,665 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $3.39M.
  • GoalVest Advisory first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 2 quarters.
  • GoalVest Advisory's Vanguard Russell 2000 ETF position peaked at $3.45M in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.