Oliver Lagore Vanvalin Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$10.5K	Buy	+130	New	+$10.6K	﹤0.01%	414
2024 Q4	$14.5K	Sell	163 -104	-39%	-$9.6K	﹤0.01%	397
2024 Q3	$23.8K	Sell	267 -164	-38%	-$14.2K	0.01%	328
2024 Q2	$35.3K	Sell	431 -91	-17%	-$7.44K	0.01%	272
2024 Q1	$44.4K	Sell	522 -382	-42%	-$30.8K	0.01%	253
2023 Q4	$73.3K	Sell	904 -2,251	-71%	-$163K	0.03%	176
2023 Q3	$225K	Sell	3,155 -6,613	-68%	-$502K	0.09%	112
2023 Q2	$739K	Buy	9,768 +9,757	+88,700%	+$703K	0.27%	58
2023 Q1	$793	Hold	11	–	–	﹤0.01%	636
2022 Q4	$774	Hold	11	–	–	﹤0.01%	611
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	620
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	599
2022 Q1	$1K	Buy	+11	New	+$905	﹤0.01%	553

Other funds holding VTWO

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's VTWO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2025: 130 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VTWO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VTWO in Q1 2022 and has held it in 13 quarters since. The position peaked at $739K in Q2 2023. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 130 shares of Vanguard Russell 2000 ETF worth $10.5K as of Q2 2025.
Vanguard Russell 2000 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Russell 2000 ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #414 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Russell 2000 ETF position peaked at $739K in Q2 2023.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.