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Houlihan Financial Resource Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Houlihan Financial Resource 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
2023
Q3 		– Sell
-7,254
Closed -$523K – 169
2023
Q2 		$523K Buy
+7,254
New +$523K 0.02% 108

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 51.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Houlihan Financial Resource Group's VTWO Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2023, closing a stake of 7,254 shares — an estimated $523K sold.

Houlihan Financial Resource Group first reported a position in VTWO in Q2 2023 and held it in 1 quarter. The position peaked at $523K in Q2 2023. 407 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Vanguard Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 7,254 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $523K.
  • Houlihan Financial Resource Group first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Vanguard Russell 2000 ETF position peaked at $523K in Q2 2023.
  • 407 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.