LWMI
VTWO icon

Legacy Wealth Management (Idaho)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-252
Closed -$20.3K – 871
2025
Q1 		$20.3K Hold
252
– – 0.01% 248
2024
Q4 		$23K Buy
252
+224
+800% +$20.7K 0.01% 201
2024
Q3 		$2.66K Buy
+28
New +$2.42K ﹤0.01% 458

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

Legacy Wealth Management (Idaho)'s VTWO Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 252 shares — an estimated $20.3K sold.

Legacy Wealth Management (Idaho) first reported a position in VTWO in Q3 2024 and held it in 3 quarters. The position peaked at $23K in Q4 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 252 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $20.3K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Russell 2000 ETF position peaked at $23K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.