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Gradient Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Gradient Investments’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 		– Sell
-129
Closed -$10.6K – 1278
2024
Q2 		$10.6K Buy
+129
New +$10.5K ﹤0.01% 730
2024
Q1 		– Sell
-221
Closed -$17.9K – 1838
2023
Q4 		$17.9K Hold
221
– – ﹤0.01% 720
2023
Q3 		$15.8K Sell
221
-80
-27% -$6.07K ﹤0.01% 723
2023
Q2 		$22.8K Hold
301
– – ﹤0.01% 665
2023
Q1 		$21.7K Sell
301
-1,339
-82% -$99.5K ﹤0.01% 667
2022
Q4 		$115K Buy
1,640
+1,390
+556% +$99.9K ﹤0.01% 368
2022
Q3 		$17K Hold
250
– – ﹤0.01% 696
2022
Q2 		$17K Sell
250
-128
-34% -$9.53K ﹤0.01% 678
2022
Q1 		$31K Sell
378
-180
-32% -$14.8K ﹤0.01% 562
2021
Q4 		$50K Buy
558
+180
+48% +$16.4K ﹤0.01% 486
2021
Q3 		$33K Buy
378
+128
+51% +$11.5K ﹤0.01% 548
2021
Q2 		$23K Buy
250
+80
+47% +$7.26K ﹤0.01% 615
2021
Q1 		$15K Hold
170
– – ﹤0.01% 682
2020
Q4 		$10K Hold
170
– – ﹤0.01% 704
2020
Q3 		$10K Hold
170
– – ﹤0.01% 707
2020
Q2 		$10K Hold
170
– – ﹤0.01% 650
2020
Q1 		$8K Hold
170
– – ﹤0.01% 709
2019
Q4 		$11K Hold
170
– – ﹤0.01% 681
2019
Q3 		$10K Hold
170
– – ﹤0.01% 673
2019
Q2 		$11K Hold
170
– – ﹤0.01% 634
2019
Q1 		$10K Hold
170
– – ﹤0.01% 560
2018
Q4 		$9K Hold
170
– – ﹤0.01% 614
2018
Q3 		$12K Buy
170
+144
+554% +$9.77K ﹤0.01% 604
2018
Q2 		$2K Buy
+26
New +$1.67K ﹤0.01% 850
2015
Q1 		– Sell
-30
Closed -$1K – 700
2014
Q4 		$1K Buy
+30
New +$1.38K ﹤0.01% 544

Other funds holding VTWO

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Gradient Investments's VTWO Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2024, closing a stake of 129 shares — an estimated $10.6K sold.

Gradient Investments first reported a position in VTWO in Q4 2014 and held it in 25 quarters. The position peaked at $115K in Q4 2022. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 129 Vanguard Russell 2000 ETF shares in Q3 2024, an estimated $10.6K.
  • Gradient Investments first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and held it in 25 quarters.
  • Gradient Investments's Vanguard Russell 2000 ETF position peaked at $115K in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.