Mitchell McLeod Pugh & Williams’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mitchell McLeod Pugh & Williams’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 Q3	–	Sell	-2,892	Closed	-$252K	–	290
2025 Q2	$252K	Sell	2,892 -69	-2%	-$5.61K	0.05%	247
2025 Q1	$239K	Buy	2,961 +76	+3%	+$6.67K	0.05%	242
2024 Q4	$258K	Sell	2,885 -13	-0.4%	-$1.2K	0.05%	230
2024 Q3	$259K	Sell	2,898 -91	-3%	-$7.87K	0.05%	240
2024 Q2	$245K	Sell	2,989 -218	-7%	-$17.8K	0.06%	233
2024 Q1	$273K	Hold	3,207	–	–	0.07%	222
2023 Q4	$260K	Hold	3,207	–	–	0.07%	218
2023 Q3	$229K	Hold	3,207	–	–	0.07%	224
2023 Q2	$243K	Buy	+3,207	New	+$231K	0.07%	222

Other funds holding VTWO

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mitchell McLeod Pugh & Williams's VTWO Position: Q3 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 2,892 shares — an estimated $252K sold.

Mitchell McLeod Pugh & Williams first reported a position in VTWO in Q2 2023 and held it in 9 quarters. The position peaked at $273K in Q1 2024. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

Mitchell McLeod Pugh & Williams reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 2,892 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $252K.
Mitchell McLeod Pugh & Williams first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 9 quarters.
Mitchell McLeod Pugh & Williams's Vanguard Russell 2000 ETF position peaked at $273K in Q1 2024.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2025, filed 30 Oct 2025.