WealthPLAN Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

WealthPLAN 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
2024 Q4	–	Sell	-2,310	Closed	-$206K	–	270
2024 Q3	$206K	Buy	+2,310	New	+$200K	0.03%	249
2023 Q2	–	Sell	-3,702	Closed	-$267K	–	1400
2023 Q1	$267K	Hold	3,702	–	–	0.03%	265
2022 Q4	$288K	Buy	+3,702	New	+$266K	0.02%	321
2022 Q1	$371K	Buy	4,971 +669	+16%	+$55K	0.03%	289
2021 Q4	$349K	Sell	4,302 -1,600	-27%	-$146K	0.02%	299
2021 Q3	$534K	Sell	5,902 -226	-4%	-$20.2K	0.04%	245
2021 Q2	$553K	Sell	6,128 -6,124	-50%	-$556K	0.04%	227
2021 Q1	$552K	Buy	12,252 +5,342	+77%	+$471K	0.04%	215
2020 Q4	$609K	Buy	6,910 +100	+1%	+$7.07K	0.05%	191
2020 Q3	$467K	Sell	6,810 -16	-0.2%	-$970	0.05%	206
2020 Q2	$432K	Buy	+6,826	New	+$361K	0.04%	204

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's VTWO Position: Q4 2024 in Review

WealthPLAN Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 2,310 shares — an estimated $206K sold.

WealthPLAN Partners first reported a position in VTWO in Q2 2020 and held it in 11 quarters. The position peaked at $609K in Q4 2020. 603 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

WealthPLAN Partners reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
WealthPLAN Partners sold 2,310 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $206K.
WealthPLAN Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and held it in 11 quarters.
WealthPLAN Partners's Vanguard Russell 2000 ETF position peaked at $609K in Q4 2020.
603 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.