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Verdence Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Verdence Capital 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
2023
Q4 		– Sell
-3,051
Closed -$218K – 599
2023
Q3 		$218K Buy
+3,051
New +$231K 0.02% 522

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Verdence Capital Advisors's VTWO Position: Q4 2023 in Review

Verdence Capital Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2023, closing a stake of 3,051 shares — an estimated $218K sold.

Verdence Capital Advisors first reported a position in VTWO in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 464 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

  • Verdence Capital Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
  • Verdence Capital Advisors sold 3,051 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $218K.
  • Verdence Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and held it in 1 quarter.
  • Verdence Capital Advisors's Vanguard Russell 2000 ETF position peaked at $218K in Q3 2023.
  • 464 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on Verdence Capital Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.