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Kelly Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kelly 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
2023
Q4 		– Sell
-13
Closed -$936 – 808
2023
Q3 		$936 Hold
13
– – ﹤0.01% 630
2023
Q2 		$986 Buy
+13
New +$937 ﹤0.01% 607

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelly Financial Services's VTWO Position: Q4 2023 in Review

Kelly Financial Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2023, closing a stake of 13 shares — an estimated $936 sold.

Kelly Financial Services first reported a position in VTWO in Q2 2023 and held it in 2 quarters. The position peaked at $986 in Q2 2023. 464 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

  • Kelly Financial Services reported no remaining Vanguard Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 13 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $936.
  • Kelly Financial Services first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 2 quarters.
  • Kelly Financial Services's Vanguard Russell 2000 ETF position peaked at $986 in Q2 2023.
  • 464 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.