Concord Wealth Partners Vanguard Russell 2000 ETF Transaction History

Concord Wealth Partners

$548 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$76.54 - $85.06 $57,405 - $63,795	-750 Closed	0 $0
Q4 2022 Jan 27, 2023	BUY	$68.81 - $75.98 $51,607 - $56,985	750 New	750 $52,000

Others Institutions Holding VTWO

# of Institutions

504

Shares Held

72.2M

Call Options Held

65.7K

Put Options Held

72.8K

Bank Of America Corp Charlotte, NC

21.9M
Shares

$1.79 Billion
0.18% of portfolio
Morgan Stanley New York, NY

6.7M
Shares

$550 Million
0.05% of portfolio
Mirae Asset Global Investments Co., Ltd.

6.41M
Shares

$525 Million
1.0% of portfolio
Migdal Insurance & Financial Holdings Ltd.

5.21M
Shares

$427 Million
7.09% of portfolio
Natixis Advisors, L.P. Boston, MA

3.6M
Shares

$295 Million
0.7% of portfolio

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
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