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PrairieView Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

PrairieView Wealth Partners’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
2026
Q1 		$8.53M Buy
85,134
+1,650
+2% +$172K 6.99% 7
2025
Q4 		$8.31M Buy
83,484
+2,786
+3% +$277K 7.54% 6
2025
Q3 		$7.89M Buy
80,698
+3,172
+4% +$294K 7.42% 6
2025
Q2 		$6.76M Sell
77,526
-11,459
-13% -$932K 7.02% 6
2025
Q1 		$7.18M Sell
88,985
-3,351
-4% -$294K 8.77% 5
2024
Q4 		$8.25M Sell
92,336
-522
-0.6% -$48.2K 8.91% 5
2024
Q3 		$8.3M Sell
92,858
-23,811
-20% -$2.06M 8.97% 5
2024
Q2 		$9.56M Buy
116,669
+92,763
+388% +$7.58M 8.15% 8
2024
Q1 		$2.03M Buy
23,906
+11,591
+94% +$934K 1.85% 12
2023
Q4 		$999K Buy
+12,315
New +$892K 1% 13

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return