First Personal Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

First Personal Financial Services’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 Q3	$1.7K	Hold	19	–	–	﹤0.01%	357
2024 Q2	$1.56K	Hold	19	–	–	﹤0.01%	335
2024 Q1	$1.62K	Hold	19	–	–	﹤0.01%	334
2023 Q4	$1.54K	Hold	19	–	–	﹤0.01%	359
2023 Q3	$1.36K	Hold	19	–	–	﹤0.01%	370
2023 Q2	$1.44K	Hold	19	–	–	﹤0.01%	367
2023 Q1	$1.37K	Buy	+19	New	+$1.41K	﹤0.01%	393

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

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

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 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

SRA

Summit Rock Advisors New York $16M AUM

First Personal Financial Services's VTWO Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2024 at 19 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

First Personal Financial Services first reported a position in VTWO in Q1 2023 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

First Personal Financial Services held 19 shares of Vanguard Russell 2000 ETF worth $1.7K as of Q3 2024.
First Personal Financial Services left its Vanguard Russell 2000 ETF share count unchanged in Q3 2024.
Vanguard Russell 2000 ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #357 holding.
First Personal Financial Services first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and has held it in 7 quarters since.
536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.