Running Point Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Running Point Capital 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 Q4	$2.55K	Hold	26	–	–	﹤0.01%	181
2025 Q3	$2.5K	Buy	26 +1	+4%	+$93	﹤0.01%	186
2025 Q2	$2.22K	Sell	25 -2,125	-99%	-$173K	﹤0.01%	178
2025 Q1	$173K	Hold	2,150	–	–	0.06%	118
2024 Q4	$192K	Hold	2,150	–	–	0.07%	105
2024 Q3	$192K	Hold	2,150	–	–	0.07%	95
2024 Q2	$176K	Hold	2,150	–	–	0.07%	91
2024 Q1	$183K	Hold	2,150	–	–	0.08%	93
2023 Q4	$174K	Sell	2,150 -1,926	-47%	-$140K	0.09%	100
2023 Q3	$291K	Hold	4,076	–	–	0.17%	77
2023 Q2	$308K	Hold	4,076	–	–	0.17%	76
2023 Q1	$294K	Hold	4,076	–	–	0.18%	74
2022 Q4	$287K	Buy	4,076 +1	+0%	+$72	0.18%	71
2022 Q3	$272K	Buy	4,075 +4,051	+16,879%	+$298K	0.18%	69
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	224
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	215
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	118
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	159
2021 Q2	$2K	Buy	+24	New	+$2.18K	﹤0.01%	153

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Running Point Capital Advisors's VTWO Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q4 2025 at 26 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Running Point Capital Advisors first reported a position in VTWO in Q2 2021 and has held it in 19 quarters since. The position peaked at $308K in Q2 2023. 657 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Running Point Capital Advisors held 26 shares of Vanguard Russell 2000 ETF worth $2.55K as of Q4 2025.
Running Point Capital Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q4 2025.
Vanguard Russell 2000 ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #181 holding.
Running Point Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 19 quarters since.
Running Point Capital Advisors's Vanguard Russell 2000 ETF position peaked at $308K in Q2 2023.
657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.