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Sowell Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sowell Financial Services’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
-13,611
Closed -$1.19M – 1137
2025
Q2 		$1.19M Buy
13,611
+731
+6% +$59.5K 0.05% 368
2025
Q1 		$1.04M Sell
12,880
-31
-0.2% -$2.72K 0.05% 374
2024
Q4 		$1.15M Buy
12,911
+2,750
+27% +$254K 0.06% 293
2024
Q3 		$908K Sell
10,161
-504
-5% -$43.6K 0.04% 355
2024
Q2 		$877K Sell
10,665
-611
-5% -$49.9K 0.04% 347
2024
Q1 		$959K Buy
11,276
+85
+0.8% +$6.85K 0.05% 350
2023
Q4 		$908K Sell
11,191
-940
-8% -$68.1K 0.05% 345
2023
Q3 		$867K Sell
12,131
-95
-0.8% -$7.21K 0.05% 324
2023
Q2 		$925K Buy
12,226
+215
+2% +$15.5K 0.05% 369
2023
Q1 		$866K Buy
12,011
+208
+2% +$15.5K 0.07% 322
2022
Q4 		$831K Buy
11,803
+760
+7% +$54.6K 0.05% 343
2022
Q3 		$739K Buy
+11,043
New +$813K 0.07% 264
2021
Q3 		– Sell
-24,477
Closed -$2.27M – 561
2021
Q2 		$2.27M Sell
24,477
-14,283
-37% -$1.3M 0.15% 168
2021
Q1 		$1.74M Buy
38,760
+30,388
+363% +$2.68M 0.06% 274
2020
Q4 		$663K Sell
8,372
-508
-6% -$35.9K 0.03% 440
2020
Q3 		$537K Sell
8,880
-822
-8% -$49.8K 0.03% 453
2020
Q2 		$560K Buy
9,702
+166
+2% +$8.78K 0.03% 422
2020
Q1 		$440K Sell
9,536
-8,574
-47% -$514K 0.03% 425
2019
Q4 		$1.21M Buy
18,110
+17,870
+7,446% +$1.14M 0.09% 224
2019
Q3 		$15K Buy
+240
New +$14.7K ﹤0.01% 1399
2019
Q1 		$492K Buy
+8,002
New +$483K 0.05% 328

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

Sowell Financial Services's VTWO Position: Q3 2025 in Review

Sowell Financial Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 13,611 shares — an estimated $1.19M sold.

Sowell Financial Services first reported a position in VTWO in Q1 2019 and held it in 21 quarters. The position peaked at $2.27M in Q2 2021. 607 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

  • Sowell Financial Services reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 13,611 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $1.19M.
  • Sowell Financial Services first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and held it in 21 quarters.
  • Sowell Financial Services's Vanguard Russell 2000 ETF position peaked at $2.27M in Q2 2021.
  • 607 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.