SouthState Corp’s Vanguard Russell 2000 ETF VTWO Stock Holding History

SouthState Corp’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
2025 Q1	–	Sell	-10	Closed	-$893	–	1739
2024 Q4	$893	Hold	10	–	–	﹤0.01%	649
2024 Q3	$894	Hold	10	–	–	﹤0.01%	587
2024 Q2	$820	Hold	10	–	–	﹤0.01%	614
2024 Q1	$851	Sell	10 -24	-71%	-$1.93K	﹤0.01%	653
2023 Q4	$2.76K	Buy	+34	New	+$2.46K	﹤0.01%	525

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SouthState Corp's VTWO Position: Q1 2025 in Review

SouthState Corp sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 10 shares — an estimated $893 sold.

SouthState Corp first reported a position in VTWO in Q4 2023 and held it in 5 quarters. The position peaked at $2.76K in Q4 2023. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

SouthState Corp reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
SouthState Corp sold 10 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $893.
SouthState Corp first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 5 quarters.
SouthState Corp's Vanguard Russell 2000 ETF position peaked at $2.76K in Q4 2023.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on SouthState Corp's 13F filing for Q1 2025, filed 12 May 2025.