Kiely Wealth Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kiely Wealth Advisory 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
2024 Q4	$4.91M	Sell	53,516 -6,568	-11%	-$606K	3.16%	8
2024 Q3	$5.78M	Sell	60,084 -10,570	-15%	-$914K	3.66%	8
2024 Q2	$5.89M	Buy	70,654 +3,736	+6%	+$305K	3.24%	5
2024 Q1	$5.4M	Buy	66,918 +5,419	+9%	+$437K	3.08%	5
2023 Q4	$4.89M	Buy	+61,499	New	+$4.45M	2.83%	5

Other funds holding VTWO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $16M AUM

Kiely Wealth Advisory Group's VTWO Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 11% in Q4 2024, selling an estimated $606K and leaving 53,516 shares worth $4.91M. The position accounts for 3.16% of the portfolio, ranked #8.

Kiely Wealth Advisory Group first reported a position in VTWO in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.89M in Q2 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Kiely Wealth Advisory Group held 53,516 shares of Vanguard Russell 2000 ETF worth $4.91M as of Q4 2024.
Kiely Wealth Advisory Group sold 6,568 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $606K.
Vanguard Russell 2000 ETF made up 3.16% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #8 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard Russell 2000 ETF position peaked at $5.89M in Q2 2024.
600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.