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J.W. Coons Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

J.W. Coons Advisors’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 		$302K Hold
3,460
– – 0.07% 205
2025
Q1 		$279K Hold
3,460
– – 0.07% 201
2024
Q4 		$309K Buy
3,460
+530
+18% +$48.9K 0.08% 193
2024
Q3 		$262K Hold
2,930
– – 0.07% 208
2024
Q2 		$240K Hold
2,930
– – 0.06% 212
2024
Q1 		$249K Hold
2,930
– – 0.06% 212
2023
Q4 		$238K Buy
+2,930
New +$212K 0.06% 218

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

J.W. Coons Advisors's VTWO Position: Q2 2025 in Review

J.W. Coons Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2025 at 3,460 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #205.

J.W. Coons Advisors first reported a position in VTWO in Q4 2023 and has held it in 7 quarters since. The position peaked at $309K in Q4 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

  • J.W. Coons Advisors held 3,460 shares of Vanguard Russell 2000 ETF worth $302K as of Q2 2025.
  • J.W. Coons Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2025.
  • Vanguard Russell 2000 ETF made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #205 holding.
  • J.W. Coons Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
  • J.W. Coons Advisors's Vanguard Russell 2000 ETF position peaked at $309K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.