Moran Wealth Management
VTWO icon

Moran Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Moran Wealth 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
Q2 		– Sell
-16,644
Closed -$1.2M – 425
2023
Q1 		$1.2M Sell
16,644
-4,926
-23% -$366K 0.05% 247
2022
Q4 		$1.52M Buy
+21,570
New +$1.55M 0.06% 232

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Moran Wealth Management's VTWO Position: Q2 2023 in Review

Moran Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 16,644 shares — an estimated $1.2M sold.

Moran Wealth Management first reported a position in VTWO in Q4 2022 and held it in 2 quarters. The position peaked at $1.52M in Q4 2022. 412 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

  • Moran Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 16,644 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $1.2M.
  • Moran Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Vanguard Russell 2000 ETF position peaked at $1.52M in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.