FDCC
VTWO icon

Foster Dykema Cabot & Co’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		– Sell
-2,553
Closed -$193K – 393
2023
Q2 		$193K Buy
+2,553
New +$184K 0.02% 99

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

Foster Dykema Cabot & Co's VTWO Position: Q3 2023 in Review

Foster Dykema Cabot & Co sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2023, closing a stake of 2,553 shares — an estimated $193K sold.

Foster Dykema Cabot & Co first reported a position in VTWO in Q2 2023 and held it in 1 quarter. The position peaked at $193K in Q2 2023. 407 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

  • Foster Dykema Cabot & Co reported no remaining Vanguard Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 2,553 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $193K.
  • Foster Dykema Cabot & Co first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 1 quarter.
  • Foster Dykema Cabot & Co's Vanguard Russell 2000 ETF position peaked at $193K in Q2 2023.
  • 407 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.