Financial Insights’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Insights’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 Q4	–	Sell	-10,758	Closed	-$961K	–	148
2024 Q3	$961K	Sell	10,758 -13,432	-56%	-$1.16M	0.3%	57
2024 Q2	$1.98M	Buy	24,190 +5,437	+29%	+$444K	0.55%	38
2024 Q1	$1.6M	Buy	+18,753	New	+$1.51M	0.44%	45

Other funds holding VTWO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

SRA

Summit Rock Advisors New York $16M AUM

Financial Insights's VTWO Position: Q4 2024 in Review

Financial Insights sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 10,758 shares — an estimated $961K sold.

Financial Insights first reported a position in VTWO in Q1 2024 and held it in 3 quarters. The position peaked at $1.98M in Q2 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Financial Insights reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Financial Insights sold 10,758 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $961K.
Financial Insights first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 3 quarters.
Financial Insights's Vanguard Russell 2000 ETF position peaked at $1.98M in Q2 2024.
600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.