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Financial Gravity Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Gravity Asset Management’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 		$17.9K Buy
219
+1
+0.5% +$82 ﹤0.01% 408
2024
Q1 		$17.7K Hold
218
– – 0.01% 391
2023
Q4 		$17.7K Buy
+218
New +$15.8K 0.01% 401

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
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

Financial Gravity Asset Management's VTWO Position: Q2 2024 in Review

Financial Gravity Asset Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.46% in Q2 2024, buying an estimated $82 and bringing the position to 219 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Financial Gravity Asset Management first reported a position in VTWO in Q4 2023 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

  • Financial Gravity Asset Management held 219 shares of Vanguard Russell 2000 ETF worth $17.9K as of Q2 2024.
  • Financial Gravity Asset Management bought 1 Vanguard Russell 2000 ETF share in Q2 2024, an estimated $82.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #408 holding.
  • Financial Gravity Asset Management first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.