M&R Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

M&R Capital Management’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 Q3	–	Sell	-49	Closed	-$3.71K	–	629
2023 Q2	$3.71K	Hold	49	–	–	﹤0.01%	487
2023 Q1	$3.53K	Buy	+49	New	+$3.64K	﹤0.01%	478

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

M&R Capital Management's VTWO Position: Q3 2023 in Review

M&R Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2023, closing a stake of 49 shares — an estimated $3.71K sold.

M&R Capital Management first reported a position in VTWO in Q1 2023 and held it in 2 quarters. The position peaked at $3.71K in Q2 2023. 407 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

M&R Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
M&R Capital Management sold 49 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $3.71K.
M&R Capital Management first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 2 quarters.
M&R Capital Management's Vanguard Russell 2000 ETF position peaked at $3.71K in Q2 2023.
407 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on M&R Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.