TFC Financial Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

TFC Financial 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	-2,209	Closed	-$193K	–	1057
2025 Q2	$193K	Buy	+2,209	New	+$180K	0.03%	129
2023 Q2	–	Sell	-50	Closed	-$3.64K	–	764
2023 Q1	$3.64K	Hold	50	–	–	﹤0.01%	416
2022 Q4	$3.54K	Hold	50	–	–	﹤0.01%	354
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	387
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	385
2022 Q1	$4K	Sell	50 -2,018	-98%	-$166K	﹤0.01%	369
2021 Q4	$186K	Hold	2,068	–	–	0.06%	116
2021 Q3	$183K	Sell	2,068 -440	-18%	-$39.4K	0.06%	104
2021 Q2	$232K	Sell	2,508 -280	-10%	-$25.4K	0.08%	86
2021 Q1	$249K	Hold	2,788	–	–	0.1%	79
2020 Q4	$221K	Sell	2,788 -320	-10%	-$22.6K	0.09%	80
2020 Q3	$188K	Buy	+3,108	New	+$188K	0.09%	77

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 $20.9B AUM 19.34% 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

TFC Financial Management's VTWO Position: Q3 2025 in Review

TFC Financial Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 2,209 shares — an estimated $193K sold.

TFC Financial Management first reported a position in VTWO in Q3 2020 and held it in 12 quarters. The position peaked at $249K in Q1 2021. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

TFC Financial Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
TFC Financial Management sold 2,209 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $193K.
TFC Financial Management first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and held it in 12 quarters.
TFC Financial Management's Vanguard Russell 2000 ETF position peaked at $249K in Q1 2021.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.