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Legacy Investment Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legacy Investment Solutions’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 		$23K Buy
252
+224
+800% +$20.7K 0.01% 201
2024
Q3 		$2.66K Buy
+28
New +$2.42K ﹤0.01% 458

Other funds holding VTWO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Legacy Investment Solutions's VTWO Position: Q4 2024 in Review

Legacy Investment Solutions increased its Vanguard Russell 2000 ETF (VTWO) stake by 800% in Q4 2024, buying an estimated $20.7K and bringing the position to 252 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #201.

Legacy Investment Solutions first reported a position in VTWO in Q3 2024 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Legacy Investment Solutions held 252 shares of Vanguard Russell 2000 ETF worth $23K as of Q4 2024.
  • Legacy Investment Solutions bought 224 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $20.7K.
  • Vanguard Russell 2000 ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #201 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.