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

Choate 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
Q4 		– Sell
-5,906
Closed -$422K – 465
2023
Q3 		$422K Buy
+5,906
New +$448K 0.02% 258

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Choate Investment Advisors's VTWO Position: Q4 2023 in Review

Choate Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2023, closing a stake of 5,906 shares — an estimated $422K sold.

Choate Investment Advisors first reported a position in VTWO in Q3 2023 and held it in 1 quarter. The position peaked at $422K in Q3 2023. 464 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

  • Choate Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 5,906 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $422K.
  • Choate Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's Vanguard Russell 2000 ETF position peaked at $422K in Q3 2023.
  • 464 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.