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

RE Dickinson 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 Q4	$3.64M	Buy	40,801 +678	+2%	+$62.6K	2.06%	14
2024 Q3	$3.59M	Buy	40,123 +229	+0.6%	+$19.8K	2.02%	15
2024 Q2	$3.27M	Buy	39,894 +4,429	+12%	+$362K	1.99%	14
2024 Q1	$3.02M	Buy	35,465 +30,206	+574%	+$2.43M	1.89%	15
2023 Q4	$427K	Sell	5,259 -145	-3%	-$10.5K	0.28%	28
2023 Q3	$386K	Sell	5,404 -175	-3%	-$13.3K	0.27%	30
2023 Q2	$422K	Sell	5,579 -623	-10%	-$44.9K	0.15%	63
2023 Q1	$447K	Sell	6,202 -26,904	-81%	-$2M	0.15%	68
2022 Q4	$2.33M	Buy	33,106 +4,876	+17%	+$350K	0.96%	32
2022 Q3	$1.88M	Buy	28,230 +137	+0.5%	+$10.1K	1.55%	16
2022 Q2	$1.93M	Buy	28,093 +2,722	+11%	+$203K	0.27%	18
2022 Q1	$2.1M	Buy	25,371 +25,290	+31,222%	+$2.08M	1.41%	19
2021 Q4	$7K	Buy	+81	New	+$7.4K	0.01%	199

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RE Dickinson Investment Advisors's VTWO Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.7% in Q4 2024, buying an estimated $62.6K and bringing the position to 40,801 shares worth $3.64M. The position accounts for 2.06% of the portfolio, ranked #14.

RE Dickinson Investment Advisors first reported a position in VTWO in Q4 2021 and has held it in 13 quarters since. 603 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

RE Dickinson Investment Advisors held 40,801 shares of Vanguard Russell 2000 ETF worth $3.64M as of Q4 2024.
RE Dickinson Investment Advisors bought 678 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $62.6K.
Vanguard Russell 2000 ETF made up 2.06% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #14 holding.
RE Dickinson Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.