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 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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Coombe, Bender & Co's VTWO Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.2% in Q2 2024, selling an estimated $14.4K and leaving 7,952 shares worth $652K. The position accounts for 0.38% of the portfolio, ranked #48.

Coombe, Bender & Co first reported a position in VTWO in Q2 2022 and has held it in 9 quarters since. The position peaked at $714K in Q4 2023. 498 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

Coombe, Bender & Co held 7,952 shares of Vanguard Russell 2000 ETF worth $652K as of Q2 2024.
Coombe, Bender & Co sold 176 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $14.4K.
Vanguard Russell 2000 ETF made up 0.38% of Coombe, Bender & Co's portfolio in Q2 2024, its #48 holding.
Coombe, Bender & Co first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Vanguard Russell 2000 ETF position peaked at $714K in Q4 2023.
498 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.