Bank Julius Baer & Co
VTWO icon

Bank Julius Baer & Co’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-1,624
Closed -$108K – 602
2022
Q3 		$108K Buy
+1,624
New +$120K ﹤0.01% 455

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UBS Group
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank Julius Baer & Co's VTWO Position: Q4 2022 in Review

Bank Julius Baer & Co sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2022, closing a stake of 1,624 shares — an estimated $108K sold.

Bank Julius Baer & Co first reported a position in VTWO in Q3 2022 and held it in 1 quarter. The position peaked at $108K in Q3 2022. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

  • Bank Julius Baer & Co reported no remaining Vanguard Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,624 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $108K.
  • Bank Julius Baer & Co first reported a position in Vanguard Russell 2000 ETF in Q3 2022 and held it in 1 quarter.
  • Bank Julius Baer & Co's Vanguard Russell 2000 ETF position peaked at $108K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Bank Julius Baer & Co's 13F filing for Q4 2022, filed 24 Jan 2023.