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Mason & Associates (Virginia)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mason & Associates (Virginia)’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
Q2 		– Sell
-32,280
Closed -$2.75M – 86
2024
Q1 		$2.75M Buy
+32,280
New +$2.6M 2.09% 16

Other funds holding VTWO

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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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Mason & Associates (Virginia)'s VTWO Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 32,280 shares — an estimated $2.75M sold.

Mason & Associates (Virginia) first reported a position in VTWO in Q1 2024 and held it in 1 quarter. The position peaked at $2.75M in Q1 2024. 497 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 32,280 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $2.75M.
  • Mason & Associates (Virginia) first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Vanguard Russell 2000 ETF position peaked at $2.75M in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.