EisnerAmper Wealth Management Corporate Benefits’s Vanguard Russell 2000 ETF VTWO Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$3.83M	Sell	47,264 -2,100	-4%	-$152K	1.4%	21
2023 Q3	$3.53M	Buy	+49,364	New	+$3.75M	1.57%	24

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 $67.7B AUM 51.91% 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

EisnerAmper Wealth Management Corporate Benefits's VTWO Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its Vanguard Russell 2000 ETF (VTWO) stake by 4.3% in Q4 2023, selling an estimated $152K and leaving 47,264 shares worth $3.83M. The position accounts for 1.4% of the portfolio, ranked #21.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VTWO in Q3 2023 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 47,264 shares of Vanguard Russell 2000 ETF worth $3.83M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 2,100 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $152K.
Vanguard Russell 2000 ETF made up 1.4% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #21 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 2 quarters since.
464 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.