55I LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

55I LLC’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
2022 Q3	$270K	Buy	+4,057	New	+$299K	0.01%	521

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

55I LLC's VTWO Position: Q3 2022 in Review

55I LLC opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q3 2022: 4,057 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings.

374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

55I LLC held 4,057 shares of Vanguard Russell 2000 ETF worth $270K as of Q3 2022.
Vanguard Russell 2000 ETF was a new 55I LLC position in Q3 2022.
Vanguard Russell 2000 ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #521 holding.
374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.