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Litman Gregory Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Litman Gregory Wealth Management’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 		$10.3M Sell
103,508
-3,187
-3% -$317K 0.75% 34
2025
Q3 		$10.4M Buy
106,695
+872
+0.8% +$80.9K 0.78% 32
2025
Q2 		$9.23M Sell
105,823
-3,805
-3% -$309K 0.73% 32
2025
Q1 		$8.84M Sell
109,628
-32,755
-23% -$2.87M 0.76% 34
2024
Q4 		$12.7M Sell
142,383
-37,268
-21% -$3.44M 1.1% 26
2024
Q3 		$16.1M Sell
179,651
-5,691
-3% -$492K 1.34% 20
2024
Q2 		$15.2M Sell
185,342
-27,574
-13% -$2.25M 1.35% 18
2024
Q1 		$18.1M Sell
212,916
-586
-0.3% -$47.2K 1.64% 15
2023
Q4 		$17.3M Sell
213,502
-1,515
-0.7% -$110K 1.64% 15
2023
Q3 		$15.4M Buy
215,017
+3,748
+2% +$284K 1.59% 15
2023
Q2 		$16M Buy
+211,269
New +$15.2M 1.99% 13
2023
Q1 		– Sell
-175,835
Closed -$12.4M – 107
2022
Q4 		$12.4M Buy
175,835
+47,284
+37% +$3.4M 1.73% 13
2022
Q3 		$8.56M Buy
128,551
+14,336
+13% +$1.06M 1.37% 14
2022
Q2 		$7.81M Buy
114,215
+34,072
+43% +$2.54M 1.15% 18
2022
Q1 		$6.64M Buy
80,143
+62,533
+355% +$5.14M 0.97% 20
2021
Q4 		$1.58M Buy
17,610
+9,570
+119% +$874K 0.27% 39
2021
Q3 		$711K Buy
8,040
+6,823
+561% +$611K 0.13% 45
2021
Q2 		$1.22K Buy
1,217
+647
+114% +$58.8K 0.23% 40
2021
Q1 		$51K Hold
570
– – 0.01% 101
2020
Q4 		$45K Hold
570
– – 0.01% 102
2020
Q3 		$34K Buy
+570
New +$34.6K 0.01% 107

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Litman Gregory Wealth Management's VTWO Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 3% in Q4 2025, selling an estimated $317K and leaving 103,508 shares worth $10.3M. The position accounts for 0.75% of the portfolio, ranked #34.

Litman Gregory Wealth Management first reported a position in VTWO in Q3 2020 and has held it in 21 quarters since. The position peaked at $18.1M in Q1 2024. 657 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

  • Litman Gregory Wealth Management held 103,508 shares of Vanguard Russell 2000 ETF worth $10.3M as of Q4 2025.
  • Litman Gregory Wealth Management sold 3,187 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $317K.
  • Vanguard Russell 2000 ETF made up 0.75% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #34 holding.
  • Litman Gregory Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and has held it in 21 quarters since.
  • Litman Gregory Wealth Management's Vanguard Russell 2000 ETF position peaked at $18.1M in Q1 2024.
  • 657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.