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Jackson Grant Investment Advisers’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Jackson Grant Investment Advisers’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
-40
Closed -$3.28K – 407
2024
Q2 		$3.28K Buy
+40
New +$3.27K ﹤0.01% 343

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 $2.26B AUM 7.02% 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

Jackson Grant Investment Advisers's VTWO Position: Q3 2024 in Review

Jackson Grant Investment Advisers sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2024, closing a stake of 40 shares — an estimated $3.28K sold.

Jackson Grant Investment Advisers first reported a position in VTWO in Q2 2024 and held it in 1 quarter. The position peaked at $3.28K in Q2 2024. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

  • Jackson Grant Investment Advisers reported no remaining Vanguard Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 40 Vanguard Russell 2000 ETF shares in Q3 2024, an estimated $3.28K.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Vanguard Russell 2000 ETF position peaked at $3.28K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2024, filed 17 Oct 2024.