Great Valley Advisor Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Great Valley Advisor Group’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 Q1	–	Sell	-3,092	Closed	-$251K	–	788
2023 Q4	$251K	Sell	3,092 -103	-3%	-$7.46K	0.01%	620
2023 Q3	$228K	Buy	+3,195	New	+$242K	0.01%	599

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Great Valley Advisor Group's VTWO Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2024, closing a stake of 3,092 shares — an estimated $251K sold.

Great Valley Advisor Group first reported a position in VTWO in Q3 2023 and held it in 2 quarters. The position peaked at $251K in Q4 2023. 477 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

Great Valley Advisor Group reported no remaining Vanguard Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Great Valley Advisor Group sold 3,092 Vanguard Russell 2000 ETF shares in Q1 2024, an estimated $251K.
Great Valley Advisor Group first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and held it in 2 quarters.
Great Valley Advisor Group's Vanguard Russell 2000 ETF position peaked at $251K in Q4 2023.
477 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.