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Altman Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Altman Advisors’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
Q1 		– Sell
-8,188
Closed -$440K – 73
2018
Q4 		$440K Buy
+8,188
New +$491K 0.48% 52

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Altman Advisors's VTWO Position: Q1 2019 in Review

Altman Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2019, closing a stake of 8,188 shares — an estimated $440K sold.

Altman Advisors first reported a position in VTWO in Q4 2018 and held it in 1 quarter. The position peaked at $440K in Q4 2018. 168 funds tracked by Wall St. Rank hold VTWO as of Q1 2019.

  • Altman Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • Altman Advisors sold 8,188 Vanguard Russell 2000 ETF shares in Q1 2019, an estimated $440K.
  • Altman Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 1 quarter.
  • Altman Advisors's Vanguard Russell 2000 ETF position peaked at $440K in Q4 2018.
  • 168 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2019.

Based on Altman Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.