Peterson Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Peterson Financial Group’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	$271K	Sell	3,031 -343	-10%	-$29.7K	1.04%	29
2024 Q2	$277K	Sell	3,374 -1,318	-28%	-$108K	1.69%	23
2024 Q1	$399K	Sell	4,692 -382	-8%	-$30.8K	2.6%	12
2023 Q4	$412K	Sell	5,074 -775	-13%	-$56.1K	2.7%	13
2023 Q3	$418K	Buy	5,849 +18	+0.3%	+$1.37K	4.16%	10
2023 Q2	$441K	Buy	5,831 +53	+0.9%	+$3.82K	4.04%	10
2023 Q1	$416K	Sell	5,778 -1,084	-16%	-$80.6K	4.19%	9
2022 Q4	$483K	Buy	6,862 +763	+13%	+$54.8K	0.64%	56
2022 Q3	$406K	Sell	6,099 -208	-3%	-$15.3K	0.4%	60
2022 Q2	$431K	Sell	6,307 -525	-8%	-$39.1K	0.41%	60
2022 Q1	$566K	Buy	6,832 +24	+0.4%	+$1.97K	0.47%	59
2021 Q4	$611K	Buy	+6,808	New	+$622K	0.5%	59

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

Peterson Financial Group's VTWO Position: Q3 2024 in Review

Peterson Financial Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 10% in Q3 2024, selling an estimated $29.7K and leaving 3,031 shares worth $271K. The position accounts for 1.04% of the portfolio, ranked #29.

Peterson Financial Group first reported a position in VTWO in Q4 2021 and has held it in 12 quarters since. The position peaked at $611K in Q4 2021. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

Peterson Financial Group held 3,031 shares of Vanguard Russell 2000 ETF worth $271K as of Q3 2024.
Peterson Financial Group sold 343 Vanguard Russell 2000 ETF shares in Q3 2024, an estimated $29.7K.
Vanguard Russell 2000 ETF made up 1.04% of Peterson Financial Group's portfolio in Q3 2024, its #29 holding.
Peterson Financial Group first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's Vanguard Russell 2000 ETF position peaked at $611K in Q4 2021.
536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.