Plante Moran Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Plante Moran Financial 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	-179	Closed	-$14.4K	–	866
2025 Q1	$14.4K	Buy	179 +149	+497%	+$13.1K	﹤0.01%	520
2024 Q4	$2.68K	Sell	30 -155	-84%	-$14.3K	﹤0.01%	761
2024 Q3	$16.5K	Buy	+185	New	+$16K	﹤0.01%	550
2023 Q4	–	Sell	-8	Closed	-$572	–	893
2023 Q3	$572	Buy	+8	New	+$607	﹤0.01%	708
2021 Q2	–	Sell	-8	Closed	-$1K	–	1103
2021 Q1	$1K	Buy	+8	New	+$705	﹤0.01%	983

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 $18.1B AUM 15% 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

Plante Moran Financial Advisors's VTWO Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 179 shares — an estimated $14.4K sold.

Plante Moran Financial Advisors first reported a position in VTWO in Q1 2021 and held it in 5 quarters. The position peaked at $16.5K in Q3 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 179 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $14.4K.
Plante Moran Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 5 quarters.
Plante Moran Financial Advisors's Vanguard Russell 2000 ETF position peaked at $16.5K in Q3 2024.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.