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Geller Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Geller Advisors’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 		$3.34M Sell
37,354
-164
-0.4% -$15.1K 0.22% 31
2024
Q3 		$3.35M Sell
37,518
-2,043
-5% -$177K 0.23% 29
2024
Q2 		$3.25M Buy
39,561
+5,106
+15% +$417K 0.24% 29
2024
Q1 		$2.93M Buy
34,455
+769
+2% +$62K 0.24% 30
2023
Q4 		$2.73M Sell
33,686
-5,061
-13% -$367K 0.27% 25
2023
Q3 		$2.77M Buy
38,747
+2,163
+6% +$164K 0.32% 23
2023
Q2 		$2.77M Buy
36,584
+7,520
+26% +$542K 0.35% 19
2023
Q1 		$2.09M Buy
29,064
+6,303
+28% +$468K 0.31% 16
2022
Q4 		$1.6M Buy
22,761
+8,013
+54% +$576K 0.27% 15
2022
Q3 		$987K Sell
14,748
-297
-2% -$21.9K 0.21% 21
2022
Q2 		$1.03M Buy
15,045
+2,629
+21% +$196K 0.22% 23
2022
Q1 		$1.03M Buy
12,416
+1,319
+12% +$109K 0.19% 29
2021
Q4 		$997K Buy
11,097
+1,449
+15% +$132K 0.19% 31
2021
Q3 		$855K Buy
9,648
+341
+4% +$30.5K 0.19% 30
2021
Q2 		$863K Buy
9,307
+151
+2% +$13.7K 0.19% 27
2021
Q1 		$816K Buy
9,156
+2,894
+46% +$255K 0.19% 25
2020
Q4 		$442K Buy
+6,262
New +$443K 0.11% 50
2019
Q1 		– Sell
-402,400
Closed -$21.6M – 30
2018
Q4 		$21.6M Buy
+402,400
New +$24.1M 10.07% 4

Other funds holding VTWO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Geller Advisors's VTWO Position: Q4 2024 in Review

Geller Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.44% in Q4 2024, selling an estimated $15.1K and leaving 37,354 shares worth $3.34M. The position accounts for 0.22% of the portfolio, ranked #31.

Geller Advisors first reported a position in VTWO in Q4 2018 and has held it in 18 quarters since. The position peaked at $21.6M in Q4 2018. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Geller Advisors held 37,354 shares of Vanguard Russell 2000 ETF worth $3.34M as of Q4 2024.
  • Geller Advisors sold 164 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $15.1K.
  • Vanguard Russell 2000 ETF made up 0.22% of Geller Advisors's portfolio in Q4 2024, its #31 holding.
  • Geller Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 18 quarters since.
  • Geller Advisors's Vanguard Russell 2000 ETF position peaked at $21.6M in Q4 2018.
  • 600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.