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Veritable’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Veritable’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
Q3 		– Sell
-36,954
Closed -$2.79M – 810
2023
Q2 		$2.79M Hold
36,954
– – 0.04% 187
2023
Q1 		$2.66M Buy
36,954
+26,244
+245% +$1.95M 0.04% 191
2022
Q4 		$754K Sell
10,710
-6,970
-39% -$501K 0.01% 433
2022
Q3 		$1.18M Sell
17,680
-12,150
-41% -$894K 0.02% 300
2022
Q2 		$2.04M Buy
29,830
+6,060
+25% +$451K 0.04% 238
2022
Q1 		$1.97M Buy
23,770
+5,220
+28% +$429K 0.03% 260
2021
Q4 		$1.67M Buy
18,550
+1,800
+11% +$164K 0.02% 288
2021
Q3 		$1.48M Buy
+16,750
New +$1.5M 0.02% 297

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Veritable's VTWO Position: Q3 2023 in Review

Veritable sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2023, closing a stake of 36,954 shares — an estimated $2.79M sold.

Veritable first reported a position in VTWO in Q3 2021 and held it in 8 quarters. The position peaked at $2.79M in Q2 2023. 408 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

  • Veritable reported no remaining Vanguard Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 36,954 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $2.79M.
  • Veritable first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and held it in 8 quarters.
  • Veritable's Vanguard Russell 2000 ETF position peaked at $2.79M in Q2 2023.
  • 408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.