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American Portfolios Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

American Portfolios 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
2022
Q3 		$307K Buy
4,611
+2
+0% +$147 0.01% 846
2022
Q2 		$315K Sell
4,609
-54
-1% -$4.02K 0.01% 856
2022
Q1 		$386K Buy
4,663
+24
+0.5% +$1.97K 0.01% 855
2021
Q4 		$417K Buy
4,639
+1,262
+37% +$115K 0.01% 828
2021
Q3 		$299K Sell
3,377
-260
-7% -$23.3K 0.01% 939
2021
Q2 		$337K Buy
3,637
+243
+7% +$22.1K 0.01% 903
2021
Q1 		$302K Buy
3,394
+280
+9% +$24.7K 0.01% 862
2020
Q4 		$246K Buy
3,114
+14
+0.5% +$989 0.01% 813
2020
Q3 		$187K Buy
3,100
+16
+0.5% +$970 0.01% 818
2020
Q2 		$178K Buy
3,084
+80
+3% +$4.23K 0.01% 779
2020
Q1 		$138K Sell
3,004
-398
-12% -$23.8K 0.01% 777
2019
Q4 		$227K Buy
3,402
+30
+0.9% +$1.91K 0.02% 703
2019
Q3 		$205K Hold
3,372
– – 0.02% 705
2019
Q2 		$211K Buy
3,372
+14
+0.4% +$868 0.02% 696
2019
Q1 		$207K Buy
3,358
+4
+0.1% +$241 0.02% 634
2018
Q4 		$180K Buy
3,354
+24
+0.7% +$1.44K 0.02% 542
2018
Q3 		$225K Buy
3,330
+12
+0.4% +$814 0.03% 539
2018
Q2 		$218K Hold
3,318
– – 0.03% 512
2018
Q1 		$202K Buy
3,318
+88
+3% +$5.45K 0.03% 508
2017
Q4 		$197K Buy
+3,230
New +$195K 0.03% 505

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
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

American Portfolios Advisors's VTWO Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.04% in Q3 2022, buying an estimated $147 and bringing the position to 4,611 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #846.

American Portfolios Advisors first reported a position in VTWO in Q4 2017 and has held it in 20 quarters since. The position peaked at $417K in Q4 2021. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

  • American Portfolios Advisors held 4,611 shares of Vanguard Russell 2000 ETF worth $307K as of Q3 2022.
  • American Portfolios Advisors bought 2 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $147.
  • Vanguard Russell 2000 ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #846 holding.
  • American Portfolios Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Russell 2000 ETF position peaked at $417K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.