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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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. 583 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.
583 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.