Marshall & Sterling Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Marshall & Sterling Wealth 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 Q2	–	Sell	-12	Closed	-$971	–	685
2025 Q1	$971	Buy	+12	New	+$1.05K	﹤0.01%	587

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VTWO Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 12 shares — an estimated $971 sold.

Marshall & Sterling Wealth Advisors first reported a position in VTWO in Q1 2025 and held it in 1 quarter. The position peaked at $971 in Q1 2025. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Marshall & Sterling Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 12 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $971.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2025 and held it in 1 quarter.
Marshall & Sterling Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $971 in Q1 2025.
584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.