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Secure Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Secure Asset 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
Q3 		– Sell
-9,387
Closed -$819K – 338
2025
Q2 		$819K Buy
+9,387
New +$764K 0.15% 143

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Secure Asset Management's VTWO Position: Q3 2025 in Review

Secure Asset Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 9,387 shares — an estimated $819K sold.

Secure Asset Management first reported a position in VTWO in Q2 2025 and held it in 1 quarter. The position peaked at $819K in Q2 2025. 607 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

  • Secure Asset Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 9,387 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $819K.
  • Secure Asset Management first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and held it in 1 quarter.
  • Secure Asset Management's Vanguard Russell 2000 ETF position peaked at $819K in Q2 2025.
  • 607 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.