Empower Advisory Group
VTWO icon

Empower Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Empower Advisory 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
2024
Q1 		– Sell
-5,150
Closed -$418K – 515
2023
Q4 		$418K Sell
5,150
-1,029
-17% -$74.5K ﹤0.01% 322
2023
Q3 		$441K Buy
6,179
+684
+12% +$51.9K ﹤0.01% 307
2023
Q2 		$416K Buy
5,495
+323
+6% +$23.3K ﹤0.01% 334
2023
Q1 		$373K Buy
+5,172
New +$384K ﹤0.01% 346

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 $299B AUM 28.69% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Empower Advisory Group's VTWO Position: Q1 2024 in Review

Empower Advisory Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2024, closing a stake of 5,150 shares — an estimated $418K sold.

Empower Advisory Group first reported a position in VTWO in Q1 2023 and held it in 4 quarters. The position peaked at $441K in Q3 2023. 477 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

  • Empower Advisory Group reported no remaining Vanguard Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Empower Advisory Group sold 5,150 Vanguard Russell 2000 ETF shares in Q1 2024, an estimated $418K.
  • Empower Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 4 quarters.
  • Empower Advisory Group's Vanguard Russell 2000 ETF position peaked at $441K in Q3 2023.
  • 477 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on Empower Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.