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HBK Sorce Advisory’s Vanguard Russell 2000 ETF VTWO Stock Holding History

HBK Sorce 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
Q4 		– Sell
-2,341
Closed -$237K – 670
2025
Q3 		$237K Buy
+2,341
New +$217K 0.01% 529
2025
Q1 		– Sell
-2,242
Closed -$200K – 624
2024
Q4 		$200K Sell
2,242
-400
-15% -$36.9K 0.01% 544
2024
Q3 		$236K Sell
2,642
-866
-25% -$74.9K 0.01% 503
2024
Q2 		$288K Buy
3,508
+1,086
+45% +$88.8K 0.01% 452
2024
Q1 		$206K Buy
+2,422
New +$195K 0.01% 553
2023
Q4 		– Sell
-3,586
Closed -$256K – 605
2023
Q3 		$256K Buy
3,586
+13
+0.4% +$986 0.01% 453
2023
Q2 		$270K Hold
3,573
– – 0.01% 466
2023
Q1 		$258K Buy
3,573
+493
+16% +$36.6K 0.01% 471
2022
Q4 		$217K Buy
+3,080
New +$221K 0.01% 637
2020
Q4 		– Sell
-3,712
Closed -$224K – 514
2020
Q3 		$224K Buy
+3,712
New +$225K 0.02% 400

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Sorce Advisory's VTWO Position: Q4 2025 in Review

HBK Sorce Advisory sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 2,341 shares — an estimated $237K sold.

HBK Sorce Advisory first reported a position in VTWO in Q3 2020 and held it in 10 quarters. The position peaked at $288K in Q2 2024. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

  • HBK Sorce Advisory reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 2,341 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $237K.
  • HBK Sorce Advisory first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and held it in 10 quarters.
  • HBK Sorce Advisory's Vanguard Russell 2000 ETF position peaked at $288K in Q2 2024.
  • 661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.