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NewSquare Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NewSquare Capital’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
Q1 		– Sell
-12
Closed -$973 – 528
2023
Q4 		$973 Buy
+12
New +$869 ﹤0.01% 413

Other funds holding VTWO

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

NewSquare Capital's VTWO Position: Q1 2024 in Review

NewSquare Capital sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2024, closing a stake of 12 shares — an estimated $973 sold.

NewSquare Capital first reported a position in VTWO in Q4 2023 and held it in 1 quarter. The position peaked at $973 in Q4 2023. 477 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

  • NewSquare Capital reported no remaining Vanguard Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 12 Vanguard Russell 2000 ETF shares in Q1 2024, an estimated $973.
  • NewSquare Capital first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 1 quarter.
  • NewSquare Capital's Vanguard Russell 2000 ETF position peaked at $973 in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.