Cornerstone Wealth Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Cornerstone Wealth Group’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	-50,033	Closed	-$3.57M	–	158
2023 Q3	$3.57M	Sell	50,033 -103	-0.2%	-$7.82K	0.63%	56
2023 Q2	$3.79M	Buy	50,136 +703	+1%	+$50.7K	0.69%	56
2023 Q1	$3.56M	Buy	+49,433	New	+$3.67M	0.63%	61

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Wealth Group's VTWO Position: Q4 2023 in Review

Cornerstone Wealth Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2023, closing a stake of 50,033 shares — an estimated $3.57M sold.

Cornerstone Wealth Group first reported a position in VTWO in Q1 2023 and held it in 3 quarters. The position peaked at $3.79M in Q2 2023. 464 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

Cornerstone Wealth Group reported no remaining Vanguard Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Cornerstone Wealth Group sold 50,033 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $3.57M.
Cornerstone Wealth Group first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 3 quarters.
Cornerstone Wealth Group's Vanguard Russell 2000 ETF position peaked at $3.79M in Q2 2023.
464 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on Cornerstone Wealth Group's 13F filing for Q4 2023, filed 29 Jan 2024.