Sunpointe’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sunpointe’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	-24,036	Closed	-$2.1M	–	269
2025 Q2	$2.1M	Hold	24,036	–	–	0.83%	29
2025 Q1	$1.94M	Hold	24,036	–	–	1.03%	26
2024 Q4	$2.15M	Buy	+24,036	New	+$2.22M	1.08%	26

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunpointe's VTWO Position: Q3 2025 in Review

Sunpointe sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 24,036 shares — an estimated $2.1M sold.

Sunpointe first reported a position in VTWO in Q4 2024 and held it in 3 quarters. The position peaked at $2.15M in Q4 2024. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

Sunpointe reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Sunpointe sold 24,036 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $2.1M.
Sunpointe first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 3 quarters.
Sunpointe's Vanguard Russell 2000 ETF position peaked at $2.15M in Q4 2024.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Sunpointe's 13F filing for Q3 2025, filed 12 Nov 2025.