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Rice Partnership’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rice Partnership’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
-111
Closed -$9.44K – 174
2024
Q1 		$9.44K Buy
+111
New +$8.95K ﹤0.01% 135

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
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

Rice Partnership's VTWO Position: Q2 2024 in Review

Rice Partnership sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 111 shares — an estimated $9.44K sold.

Rice Partnership first reported a position in VTWO in Q1 2024 and held it in 1 quarter. The position peaked at $9.44K in Q1 2024. 497 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

  • Rice Partnership reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Rice Partnership sold 111 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $9.44K.
  • Rice Partnership first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 1 quarter.
  • Rice Partnership's Vanguard Russell 2000 ETF position peaked at $9.44K in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on Rice Partnership's 13F filing for Q2 2024, filed 1 Aug 2024.