Moss Adams Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Moss Adams Wealth Advisors’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	-150	Closed	-$10.8K	–	185
2023 Q1	$10.8K	Buy	+150	New	+$11.1K	﹤0.01%	136

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

Moss Adams Wealth Advisors's VTWO Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 150 shares — an estimated $10.8K sold.

Moss Adams Wealth Advisors first reported a position in VTWO in Q1 2023 and held it in 1 quarter. The position peaked at $10.8K in Q1 2023. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 150 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $10.8K.
Moss Adams Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $10.8K in Q1 2023.
411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.