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Wingate Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wingate Wealth Advisors’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
-803
Closed -$71.7K – 449
2024
Q4 		$71.7K Buy
+803
New +$74.1K 0.07% 173

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wingate Wealth Advisors's VTWO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 803 shares — an estimated $71.7K sold.

Wingate Wealth Advisors first reported a position in VTWO in Q4 2024 and held it in 1 quarter. The position peaked at $71.7K in Q4 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 803 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $71.7K.
  • Wingate Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $71.7K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.