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FourThought Financial Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

FourThought Financial Partners’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
Q2 		– Sell
-21,331
Closed -$1.54M – 345
2023
Q1 		$1.54M Buy
21,331
+2,327
+12% +$173K 0.21% 98
2022
Q4 		$1.34M Buy
+19,004
New +$1.37M 0.19% 104

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 $67.7B AUM 57.61% 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 $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FourThought Financial Partners's VTWO Position: Q2 2023 in Review

FourThought Financial Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 21,331 shares — an estimated $1.54M sold.

FourThought Financial Partners first reported a position in VTWO in Q4 2022 and held it in 2 quarters. The position peaked at $1.54M in Q1 2023. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

  • FourThought Financial Partners reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 21,331 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $1.54M.
  • FourThought Financial Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • FourThought Financial Partners's Vanguard Russell 2000 ETF position peaked at $1.54M in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.