Retirement Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Retirement 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 Q1	$1.11K	Hold	13	–	–	﹤0.01%	709
2023 Q4	$1.05K	Hold	13	–	–	﹤0.01%	699
2023 Q3	$929	Hold	13	–	–	﹤0.01%	647
2023 Q2	$983	Hold	13	–	–	﹤0.01%	674
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	668
2022 Q4	$1K	Buy	+13	New	+$934	﹤0.01%	612
2022 Q3	–	Sell	-26	Closed	-$2K	–	805
2022 Q2	$2K	Buy	26 +13	+100%	+$968	﹤0.01%	646
2022 Q1	$1K	Buy	+13	New	+$1.07K	﹤0.01%	720

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Retirement Group's VTWO Position: Q1 2024 in Review

Retirement Group held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2024 at 13 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Retirement Group first reported a position in VTWO in Q1 2022 and has held it in 8 quarters since. The position peaked at $2K in Q2 2022. 477 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

Retirement Group held 13 shares of Vanguard Russell 2000 ETF worth $1.11K as of Q1 2024.
Retirement Group left its Vanguard Russell 2000 ETF share count unchanged in Q1 2024.
Vanguard Russell 2000 ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #709 holding.
Retirement Group first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 8 quarters since.
Retirement Group's Vanguard Russell 2000 ETF position peaked at $2K in Q2 2022.
477 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.