Legend Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legend Financial 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	-40	Closed	-$3.57K	–	248
2024 Q4	$3.57K	Buy	+40	New	+$3.69K	﹤0.01%	176
2024 Q3	–	Sell	-40	Closed	-$3.28K	–	277
2024 Q2	$3.28K	Buy	+40	New	+$3.27K	﹤0.01%	205
2020 Q4	–	Sell	-5,058	Closed	-$306K	–	34
2020 Q3	$306K	Buy	+5,058	New	+$307K	0.24%	26

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Legend Financial Advisors's VTWO Position: Q1 2025 in Review

Legend Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 40 shares — an estimated $3.57K sold.

Legend Financial Advisors first reported a position in VTWO in Q3 2020 and held it in 3 quarters. The position peaked at $306K in Q3 2020. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Legend Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 40 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $3.57K.
Legend Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and held it in 3 quarters.
Legend Financial Advisors's Vanguard Russell 2000 ETF position peaked at $306K in Q3 2020.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.