Householder Group Estate & Retirement Specialist’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Householder Group Estate & Retirement Specialist’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	-34	Closed	-$3K	–	1217
2024 Q3	$3K	Hold	34	–	–	﹤0.01%	1013
2024 Q2	$2K	Hold	34	–	–	﹤0.01%	1096
2024 Q1	$2.89K	Hold	34	–	–	﹤0.01%	1001
2023 Q4	$2K	Sell	34 -15	-31%	-$1.09K	﹤0.01%	1030
2023 Q3	$3.5K	Buy	+49	New	+$3.72K	﹤0.01%	990
2023 Q1	$5K	Buy	+63	New	+$4.68K	﹤0.01%	975
2022 Q4	–	Sell	-109	Closed	-$7K	–	1144
2022 Q3	$7K	Buy	+109	New	+$8.02K	﹤0.01%	826

Other funds holding VTWO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

SRA

Summit Rock Advisors New York $76.1M AUM

Householder Group Estate & Retirement Specialist's VTWO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 34 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in VTWO in Q3 2022 and held it in 7 quarters. The position peaked at $7K in Q3 2022. 601 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 34 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Russell 2000 ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Russell 2000 ETF position peaked at $7K in Q3 2022.
601 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.