Marcum Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Marcum Wealth’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	$239K	Buy	2,967 +3	+0.1%	+$263	0.02%	329
2024 Q4	$265K	Buy	2,964 +3	+0.1%	+$277	0.02%	306
2024 Q3	$265K	Sell	2,961 -33	-1%	-$2.85K	0.02%	308
2024 Q2	$245K	Hold	2,994	–	–	0.02%	309
2024 Q1	$255K	Buy	2,994 +2	+0.1%	+$161	0.03%	298
2023 Q4	$243K	Sell	2,992 -1,089	-27%	-$78.9K	0.03%	301
2023 Q3	$292K	Sell	4,081 -4	-0.1%	-$304	0.04%	246
2023 Q2	$309K	Sell	4,085 -74	-2%	-$5.33K	0.04%	243
2023 Q1	$300K	Sell	4,159 -899	-18%	-$66.8K	0.04%	244
2022 Q4	$356K	Sell	5,058 -55	-1%	-$3.95K	0.05%	213
2022 Q3	$341K	Buy	5,113 +3	+0.1%	+$221	0.05%	215
2022 Q2	$349K	Sell	5,110 -16	-0.3%	-$1.19K	0.05%	213
2022 Q1	$425K	Sell	5,126 -3,077	-38%	-$253K	0.06%	186
2021 Q4	$737K	Buy	8,203 +81	+1%	+$7.4K	0.1%	131
2021 Q3	$718K	Buy	+8,122	New	+$727K	0.11%	128

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

Marcum Wealth's VTWO Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.1% in Q1 2025, buying an estimated $263 and bringing the position to 2,967 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #329.

Marcum Wealth first reported a position in VTWO in Q3 2021 and has held it in 15 quarters since. The position peaked at $737K in Q4 2021. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Marcum Wealth held 2,967 shares of Vanguard Russell 2000 ETF worth $239K as of Q1 2025.
Marcum Wealth bought 3 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $263.
Vanguard Russell 2000 ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #329 holding.
Marcum Wealth first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 15 quarters since.
Marcum Wealth's Vanguard Russell 2000 ETF position peaked at $737K in Q4 2021.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.