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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 409 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.
409 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.