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Alera Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Alera Investment 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
2023
Q1 		– Sell
-5,513
Closed -$388K – 179
2022
Q4 		$388K Buy
5,513
+320
+6% +$23K 0.09% 126
2022
Q3 		$346K Sell
5,193
-362
-7% -$26.6K 0.1% 130
2022
Q2 		$380K Buy
5,555
+1,154
+26% +$85.9K 0.11% 126
2022
Q1 		$365K Buy
+4,401
New +$362K 0.08% 134

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alera Investment Advisors's VTWO Position: Q1 2023 in Review

Alera Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 5,513 shares — an estimated $388K sold.

Alera Investment Advisors first reported a position in VTWO in Q1 2022 and held it in 4 quarters. The position peaked at $388K in Q4 2022. 408 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

  • Alera Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 5,513 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $388K.
  • Alera Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 4 quarters.
  • Alera Investment Advisors's Vanguard Russell 2000 ETF position peaked at $388K in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on Alera Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.