OneDigital Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

OneDigital Investment 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
2024 Q2	–	Sell	-3,634	Closed	-$309K	–	1403
2024 Q1	$309K	Sell	3,634 -10,042	-73%	-$809K	﹤0.01%	900
2023 Q4	$1.11M	Buy	13,676 +10,152	+288%	+$735K	0.02%	440
2023 Q3	$252K	Buy	3,524 +600	+21%	+$45.5K	0.01%	857
2023 Q2	$221K	Hold	2,924	–	–	﹤0.01%	925
2023 Q1	$211K	Buy	2,924 +13	+0.4%	+$966	﹤0.01%	898
2022 Q4	$205K	Sell	2,911 -91	-3%	-$6.54K	0.01%	772
2022 Q3	$200K	Buy	+3,002	New	+$221K	0.01%	713
2022 Q2	–	Sell	-2,904	Closed	-$241K	–	795
2022 Q1	$241K	Hold	2,904	–	–	0.01%	655
2021 Q4	$261K	Buy	2,904 +14	+0.5%	+$1.28K	0.01%	637
2021 Q3	$256K	Hold	2,890	–	–	0.01%	614
2021 Q2	$268K	Buy	+2,890	New	+$262K	0.01%	585

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

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

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

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

OneDigital Investment Advisors's VTWO Position: Q2 2024 in Review

OneDigital Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 3,634 shares — an estimated $309K sold.

OneDigital Investment Advisors first reported a position in VTWO in Q2 2021 and held it in 11 quarters. The position peaked at $1.11M in Q4 2023. 497 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

OneDigital Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 3,634 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $309K.
OneDigital Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and held it in 11 quarters.
OneDigital Investment Advisors's Vanguard Russell 2000 ETF position peaked at $1.11M in Q4 2023.
497 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on OneDigital Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.