Number of Shares
1.97 Mil
Current Holdings Value*
$158.70 Mil
% of Portfolio
3.01%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
0.72%

NEOS Investment Management LLC's Vanguard Russell 2000 Index Fund Holding Summary

As of 2025-03-31, NEOS Investment Management LLC held 1.97 Mil shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $158.70 Mil. This investment constitutes 3.01% of their stock portfolio, and NEOS Investment Management LLC now holds 1.47% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.

The initial trade took place in 2023Q3. And since then NEOS Investment Management LLC has made 4 purchases of VTWO, at an average price of $88.18, for a total of 2.14 Mil shares. In addition, there have been 2 sales at an average price of $79.88 for 169,500.00 shares. Based on historical transaction data and VTWO's current price of $89.59, NEOS Investment Management LLC's estimated gain on his VTWO holdings is $1.36 Mil, reflecting a 0.72% gain to date.

NEOS Investment Management LLC VTWO ($89.59) Holding Chart

NEOS Investment Management LLC VTWO ($89.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1