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Cetera Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Cetera 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
2024
Q1 		$723K Buy
8,504
+3,205
+60% +$258K 0.01% 1348
2023
Q4 		$430K Buy
5,299
+117
+2% +$8.47K 0.01% 1215
2023
Q3 		$370K Buy
+5,182
New +$393K 0.01% 1218
2023
Q1 		– Sell
-3,767
Closed -$265K – 1725
2022
Q4 		$265K Buy
+3,767
New +$271K ﹤0.01% 1303
2022
Q3 		– Sell
-4,695
Closed -$321K – 1463
2022
Q2 		$321K Sell
4,695
-92
-2% -$6.85K 0.01% 1017
2022
Q1 		$397K Sell
4,787
-8
-0.2% -$658 0.01% 979
2021
Q4 		$431K Buy
4,795
+224
+5% +$20.5K 0.01% 952
2021
Q3 		$404K Buy
4,571
+1,812
+66% +$162K 0.01% 964
2021
Q2 		$255K Buy
+2,759
New +$251K 0.01% 1121
2019
Q2 		– Sell
-5,592
Closed -$345K – 1287
2019
Q1 		$345K Sell
5,592
-1,250
-18% -$75.4K 0.02% 599
2018
Q4 		$369K Buy
6,842
+126
+2% +$7.55K 0.02% 572
2018
Q3 		$451K Buy
6,716
+560
+9% +$38K 0.02% 603
2018
Q2 		$404K Sell
6,156
-1,294
-17% -$83.1K 0.02% 571
2018
Q1 		$454K Buy
+7,450
New +$462K 0.03% 493
2017
Q4 		– Sell
-7,436
Closed -$442K – 873
2017
Q3 		$442K Buy
7,436
+80
+1% +$4.52K 0.03% 506
2017
Q2 		$416K Buy
7,356
+258
+4% +$14.3K 0.03% 517
2017
Q1 		$394K Buy
+7,098
New +$389K 0.03% 503
2016
Q1 		– Sell
-8,038
Closed -$361K – 774
2015
Q4 		$361K Buy
8,038
+3,058
+61% +$141K 0.03% 485
2015
Q3 		$218K Buy
+4,980
New +$238K 0.02% 583

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cetera Advisors's VTWO Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 60% in Q1 2024, buying an estimated $258K and bringing the position to 8,504 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #1348.

Cetera Advisors first reported a position in VTWO in Q3 2015 and has held it in 19 quarters since. 478 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

  • Cetera Advisors held 8,504 shares of Vanguard Russell 2000 ETF worth $723K as of Q1 2024.
  • Cetera Advisors bought 3,205 Vanguard Russell 2000 ETF shares in Q1 2024, an estimated $258K.
  • Vanguard Russell 2000 ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1348 holding.
  • Cetera Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2015 and has held it in 19 quarters since.
  • 478 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.