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

Piershale 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
2023
Q2 		$11.3K Hold
150
– – 0.01% 106
2023
Q1 		$10.8K Hold
150
– – 0.01% 106
2022
Q4 		$10.6K Buy
+150
New +$10.8K 0.01% 108

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Piershale Financial Group's VTWO Position: Q2 2023 in Review

Piershale Financial Group held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2023 at 150 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #106.

Piershale Financial Group first reported a position in VTWO in Q4 2022 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

  • Piershale Financial Group held 150 shares of Vanguard Russell 2000 ETF worth $11.3K as of Q2 2023.
  • Piershale Financial Group left its Vanguard Russell 2000 ETF share count unchanged in Q2 2023.
  • Vanguard Russell 2000 ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #106 holding.
  • Piershale Financial Group first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.