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Segment Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Segment Wealth Management’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 		– Sell
-86,792
Closed -$7.76M – 274
2024
Q3 		$7.76M Buy
+86,792
New +$7.51M 0.53% 61

Other funds holding VTWO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Segment Wealth Management's VTWO Position: Q4 2024 in Review

Segment Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 86,792 shares — an estimated $7.76M sold.

Segment Wealth Management first reported a position in VTWO in Q3 2024 and held it in 1 quarter. The position peaked at $7.76M in Q3 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Segment Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Segment Wealth Management sold 86,792 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $7.76M.
  • Segment Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 1 quarter.
  • Segment Wealth Management's Vanguard Russell 2000 ETF position peaked at $7.76M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Segment Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.