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Advisor Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Advisor Group’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
2019
Q4 		$1.37M Sell
20,642
-242
-1% -$15.4K 0.01% 1008
2019
Q3 		$1.27M Buy
20,884
+2,038
+11% +$125K 0.01% 1003
2019
Q2 		$1.18M Sell
18,846
-2,566
-12% -$159K 0.01% 1023
2019
Q1 		$1.32M Buy
21,412
+4,538
+27% +$274K 0.01% 938
2018
Q4 		$906K Buy
16,874
+9,268
+122% +$555K 0.01% 993
2018
Q3 		$514K Sell
7,606
-688
-8% -$46.7K 0.01% 1457
2018
Q2 		$544K Buy
8,294
+30
+0.4% +$1.93K 0.01% 1244
2018
Q1 		$505K Buy
8,264
+816
+11% +$50.6K 0.01% 1319
2017
Q4 		$456K Buy
7,448
+3,220
+76% +$194K 0.01% 1389
2017
Q3 		$251K Buy
4,228
+1,790
+73% +$101K ﹤0.01% 1670
2017
Q2 		$138K Buy
2,438
+626
+35% +$34.8K ﹤0.01% 2060
2017
Q1 		$100K Buy
1,812
+1,114
+160% +$61K ﹤0.01% 2152
2016
Q4 		$38K Hold
698
– – ﹤0.01% 2810
2016
Q3 		$35K Buy
698
+54
+8% +$2.63K ﹤0.01% 2791
2016
Q2 		$28K Buy
+644
New +$29.1K ﹤0.01% 2841

Other funds holding VTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Group's VTWO Position: Q4 2019 in Review

Advisor Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.2% in Q4 2019, selling an estimated $15.4K and leaving 20,642 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1008.

Advisor Group first reported a position in VTWO in Q2 2016 and has held it in 15 quarters since. 176 funds tracked by Wall St. Rank hold VTWO as of Q4 2019.

  • Advisor Group held 20,642 shares of Vanguard Russell 2000 ETF worth $1.37M as of Q4 2019.
  • Advisor Group sold 242 Vanguard Russell 2000 ETF shares in Q4 2019, an estimated $15.4K.
  • Vanguard Russell 2000 ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1008 holding.
  • Advisor Group first reported a position in Vanguard Russell 2000 ETF in Q2 2016 and has held it in 15 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.