Migdal Insurance & Financial Holdings’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Migdal Insurance & Financial Holdings’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 Q3	–	Sell	-2,025	Closed	-$166K	–	526
2024 Q2	$166K	Sell	2,025 -5,210,485	-100%	-$426M	﹤0.01%	220
2024 Q1	$443M	Buy	+5,212,510	New	+$420M	7.1%	1
2022 Q1	–	Sell	-4,950,253	Closed	-$445M	–	703
2021 Q4	$445M	Buy	4,950,253 +1,290,000	+35%	+$118M	4.29%	2
2021 Q3	$324M	Sell	3,660,253 -1,274,407	-26%	-$114M	3.41%	3
2021 Q2	$458M	Sell	4,934,660 -2,158,250	-30%	-$196M	4.8%	2
2021 Q1	$632M	Buy	+7,092,910	New	+$625M	6.37%	2

Other funds holding VTWO

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

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SRA

Summit Rock Advisors New York $16M AUM

Migdal Insurance & Financial Holdings's VTWO Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2024, closing a stake of 2,025 shares — an estimated $166K sold.

Migdal Insurance & Financial Holdings first reported a position in VTWO in Q1 2021 and held it in 6 quarters. The position peaked at $632M in Q1 2021. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

Migdal Insurance & Financial Holdings reported no remaining Vanguard Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,025 Vanguard Russell 2000 ETF shares in Q3 2024, an estimated $166K.
Migdal Insurance & Financial Holdings first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Vanguard Russell 2000 ETF position peaked at $632M in Q1 2021.
536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.