Veritable, L.P. Vanguard Russell 2000 ETF Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$68.74 - $80.05 $1.8 Million - $2.1 Million	26,244 Added 245.04%	36,954 $2.66 Million
Q4 2022 Feb 14, 2023	SELL	$67.44 - $75.98 $470,056 - $529,580	-6,970 Reduced 39.42%	10,710 $753,000
Q3 2022 Nov 14, 2022	SELL	$66.63 - $81.11 $809,554 - $985,486	-12,150 Reduced 40.73%	17,680 $1.18 Million
Q2 2022 Aug 15, 2022	BUY	$66.31 - $83.95 $401,838 - $508,737	6,060 Added 25.49%	29,830 $2.04 Million
Q1 2022 May 11, 2022	BUY	$77.21 - $90.84 $403,036 - $474,184	5,220 Added 28.14%	23,770 $1.97 Million
Q4 2021 Feb 14, 2022	BUY	$85.49 - $98.01 $153,882 - $176,418	1,800 Added 10.75%	18,550 $1.67 Million
Q3 2021 Nov 15, 2021	BUY	$85.46 - $93.4 $1.43 Million - $1.56 Million	16,750 New	16,750 $1.48 Million

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

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