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Wealth Management Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wealth Management Partners’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
-29,492
Closed -$2.62M – 148
2025
Q2 		$2.62M Sell
29,492
-11,097
-27% -$903K 0.93% 26
2025
Q1 		$3.27M Sell
40,589
-717
-2% -$62.9K 1.52% 14
2024
Q4 		$3.69M Buy
41,306
+2,774
+7% +$256K 1.59% 13
2024
Q3 		$3.44M Buy
+38,532
New +$3.33M 1.6% 15

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

Wealth Management Partners's VTWO Position: Q3 2025 in Review

Wealth Management Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2025, closing a stake of 29,492 shares — an estimated $2.62M sold.

Wealth Management Partners first reported a position in VTWO in Q3 2024 and held it in 4 quarters. The position peaked at $3.69M in Q4 2024. 607 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

  • Wealth Management Partners reported no remaining Vanguard Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Partners sold 29,492 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $2.62M.
  • Wealth Management Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 4 quarters.
  • Wealth Management Partners's Vanguard Russell 2000 ETF position peaked at $3.69M in Q4 2024.
  • 607 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

Based on Wealth Management Partners's 13F filing for Q3 2025, filed 21 Oct 2025.