Vawter Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Vawter Financial’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 Q1	–	Sell	-2,404	Closed	-$215K	–	107
2024 Q4	$215K	Hold	2,404	–	–	0.13%	92
2024 Q3	$215K	Buy	+2,404	New	+$208K	0.13%	90
2024 Q2	–	Sell	-2,404	Closed	-$204K	–	91
2024 Q1	$204K	Buy	+2,404	New	+$194K	0.15%	87

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vawter Financial's VTWO Position: Q1 2025 in Review

Vawter Financial sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 2,404 shares — an estimated $215K sold.

Vawter Financial first reported a position in VTWO in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Vawter Financial reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Vawter Financial sold 2,404 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $215K.
Vawter Financial first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 3 quarters.
Vawter Financial's Vanguard Russell 2000 ETF position peaked at $215K in Q3 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Vawter Financial's 13F filing for Q1 2025, filed 7 May 2025.