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Coombe, Bender & Co’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Coombe, Bender & Co’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 		$652K Sell
7,952
-176
-2% -$14.4K 0.38% 48
2024
Q1 		$691K Sell
8,128
-680
-8% -$54.8K 0.42% 46
2023
Q4 		$714K Buy
8,808
+821
+10% +$59.5K 0.45% 47
2023
Q3 		$571K Buy
7,987
+94
+1% +$7.13K 0.43% 48
2023
Q2 		$597K Sell
7,893
-829
-10% -$59.7K 0.44% 48
2023
Q1 		$629K Buy
8,722
+136
+2% +$10.1K 0.49% 44
2022
Q4 		$604K Sell
8,586
-1,259
-13% -$90.5K 0.55% 45
2022
Q3 		$656K Buy
9,845
+712
+8% +$52.4K 0.58% 46
2022
Q2 		$624K Buy
+9,133
New +$680K 0.53% 45

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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $2.22B AUM 24.65% 1-Year Est. Return