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Lord & Richards Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lord & Richards 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
Q2 		– Sell
-688
Closed -$55.5K – 166
2025
Q1 		$55.5K Buy
+688
New +$60.4K 0.06% 88

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

Lord & Richards Wealth Management's VTWO Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 688 shares — an estimated $55.5K sold.

Lord & Richards Wealth Management first reported a position in VTWO in Q1 2025 and held it in 1 quarter. The position peaked at $55.5K in Q1 2025. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 688 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $55.5K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard Russell 2000 ETF position peaked at $55.5K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.