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AG
Advisor Group’s
Vanguard Russell 2000 ETF
VTWO
Stock Holding History
Advisor Group’s Portfolio
VTWO Stock Details
VTWO Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CFM
Comprehensive Financial Management
Los Gatos, California
$3.01B AUM
2.93%
1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors
San Francisco, California
$35B AUM
24.26%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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