Wellspring Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wellspring Financial 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
2024 Q3	–	Sell	-4,812	Closed	-$394K	–	179
2024 Q2	$394K	Buy	+4,812	New	+$393K	0.05%	91

Other funds holding VTWO

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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

Wellspring Financial Advisors's VTWO Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2024, closing a stake of 4,812 shares — an estimated $394K sold.

Wellspring Financial Advisors first reported a position in VTWO in Q2 2024 and held it in 1 quarter. The position peaked at $394K in Q2 2024. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

Wellspring Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 4,812 Vanguard Russell 2000 ETF shares in Q3 2024, an estimated $394K.
Wellspring Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 1 quarter.
Wellspring Financial Advisors's Vanguard Russell 2000 ETF position peaked at $394K in Q2 2024.
536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.