Axa’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Axa’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
2020 Q4	–	Sell	-2,160	Closed	-$131K	–	1354
2020 Q3	$131K	Buy	+2,160	New	+$131K	﹤0.01%	1178

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCBT

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Axa's VTWO Position: Q4 2020 in Review

Axa sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2020, closing a stake of 2,160 shares — an estimated $131K sold.

Axa first reported a position in VTWO in Q3 2020 and held it in 1 quarter. The position peaked at $131K in Q3 2020. 266 funds tracked by Wall St. Rank hold VTWO as of Q4 2020.

Axa reported no remaining Vanguard Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
Axa sold 2,160 Vanguard Russell 2000 ETF shares in Q4 2020, an estimated $131K.
Axa first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and held it in 1 quarter.
Axa's Vanguard Russell 2000 ETF position peaked at $131K in Q3 2020.
266 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2020.

Based on Axa's 13F filing for Q4 2020, filed 12 Feb 2021.