CBFP
VTWO icon

Cedar Brook Financial Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-2,842
Closed -$242K – 413
2024
Q1 		$242K Buy
2,842
+1
+0% +$81 0.05% 368
2023
Q4 		$222K Buy
2,841
+2
+0.1% +$145 0.05% 362
2023
Q3 		$203K Buy
2,839
+2
+0.1% +$152 0.05% 351
2023
Q2 		$215K Buy
2,837
+2
+0.1% +$144 0.05% 368
2023
Q1 		$204K Buy
+2,835
New +$211K 0.05% 363

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Cedar Brook Financial Partners's VTWO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 2,842 shares — an estimated $242K sold.

Cedar Brook Financial Partners first reported a position in VTWO in Q1 2023 and held it in 5 quarters. The position peaked at $242K in Q1 2024. 497 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,842 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $242K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 5 quarters.
  • Cedar Brook Financial Partners's Vanguard Russell 2000 ETF position peaked at $242K in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.