Kingswood Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kingswood Wealth 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 Q1	–	Sell	-2,309	Closed	-$206K	–	832
2024 Q4	$206K	Buy	+2,309	New	+$213K	0.02%	723
2024 Q3	–	Sell	-4,033	Closed	-$331K	–	760
2024 Q2	$331K	Buy	4,033 +1,143	+40%	+$93.4K	0.03%	491
2024 Q1	$246K	Buy	2,890 +291	+11%	+$23.5K	0.03%	538
2023 Q4	$211K	Buy	+2,599	New	+$188K	0.02%	568

Other funds holding VTWO

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

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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kingswood Wealth Advisors's VTWO Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 2,309 shares — an estimated $206K sold.

Kingswood Wealth Advisors first reported a position in VTWO in Q4 2023 and held it in 4 quarters. The position peaked at $331K in Q2 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,309 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $206K.
Kingswood Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 4 quarters.
Kingswood Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $331K in Q2 2024.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.