SFMG Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SFMG Wealth 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	-4,377	Closed	-$353K	–	300
2025 Q1	$353K	Buy	4,377 +112	+3%	+$9.83K	0.03%	177
2024 Q4	$381K	Hold	4,265	–	–	0.03%	175
2024 Q3	$381K	Hold	4,265	–	–	0.03%	173
2024 Q2	$350K	Hold	4,265	–	–	0.03%	177
2024 Q1	$363K	Hold	4,265	–	–	0.03%	179
2023 Q4	$346K	Hold	4,265	–	–	0.03%	176
2023 Q3	$305K	Hold	4,265	–	–	0.03%	177
2023 Q2	$323K	Hold	4,265	–	–	0.03%	170
2023 Q1	$307K	Hold	4,265	–	–	0.03%	178
2022 Q4	$300K	Buy	+4,265	New	+$306K	0.03%	182

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

SFMG Wealth Advisors's VTWO Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2025, closing a stake of 4,377 shares — an estimated $353K sold.

SFMG Wealth Advisors first reported a position in VTWO in Q4 2022 and held it in 10 quarters. The position peaked at $381K in Q3 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

SFMG Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 4,377 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $353K.
SFMG Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 10 quarters.
SFMG Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $381K in Q3 2024.
583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.