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

Western Wealth 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
Q1 		– Sell
-2,316
Closed -$207K – 790
2024
Q4 		$207K Buy
+2,316
New +$214K 0.01% 723

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Western Wealth Management's VTWO Position: Q1 2025 in Review

Western Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 2,316 shares — an estimated $207K sold.

Western Wealth Management first reported a position in VTWO in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 582 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • Western Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 2,316 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $207K.
  • Western Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 1 quarter.
  • Western Wealth Management's Vanguard Russell 2000 ETF position peaked at $207K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.