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

Modern 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	–	Sell	-5,280	Closed	-$516K	–	896
2025 Q3	$516K	Sell	5,280 -402	-7%	-$37.3K	0.01%	501
2025 Q2	$496K	Buy	5,682 +1,140	+25%	+$92.7K	0.01%	482
2025 Q1	$366K	Buy	4,542 +1,420	+45%	+$125K	0.01%	477
2024 Q4	$279K	Buy	+3,122	New	+$288K	0.01%	472

Other funds holding VTWO

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

Morgan Stanley New York $1.89T AUM 35.08% 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

NIM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Modern Wealth Management's VTWO Position: Q4 2025 in Review

Modern Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 5,280 shares — an estimated $516K sold.

Modern Wealth Management first reported a position in VTWO in Q4 2024 and held it in 4 quarters. The position peaked at $516K in Q3 2025. 661 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Modern Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 5,280 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $516K.
Modern Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 4 quarters.
Modern Wealth Management's Vanguard Russell 2000 ETF position peaked at $516K in Q3 2025.
661 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.