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Harel Insurance Investments & Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Harel Insurance Investments & Financial Services’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 		– Sell
-16,500
Closed -$1.47M – 530
2024
Q3 		$1.47M Hold
16,500
– – 0.03% 133
2024
Q2 		$1.35M Buy
+16,500
New +$1.35M 0.03% 148

Other funds holding VTWO

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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 $76.1M AUM

Harel Insurance Investments & Financial Services's VTWO Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 16,500 shares — an estimated $1.47M sold.

Harel Insurance Investments & Financial Services first reported a position in VTWO in Q2 2024 and held it in 2 quarters. The position peaked at $1.47M in Q3 2024. 601 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 16,500 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $1.47M.
  • Harel Insurance Investments & Financial Services first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Vanguard Russell 2000 ETF position peaked at $1.47M in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.