Kowal Investment Group, LLC Vanguard Russell 2000 ETF Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$85.49 - $98.01 $22,141 - $25,384	-259 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$85.46 - $93.4 $22,134 - $24,190	259 New	259 $23,000

Others Institutions Holding VTWO

# of Institutions

574

Shares Held

74.9M

Call Options Held

409K

Put Options Held

22.3K

Bank Of America Corp Charlotte, NC

24.8M
Shares

$2.23 Billion
0.19% of portfolio
Morgan Stanley New York, NY

6.83M
Shares

$615 Million
0.05% of portfolio
Natixis Advisors, L.P. Boston, MA

5.04M
Shares

$454 Million
0.88% of portfolio
Wells Fargo & Company San Francisco, CA

3.87M
Shares

$348 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

2.47M
Shares

$222 Million
0.04% of portfolio

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
Sector ETFs
Industry ETFs

More about VTWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.