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Bartlett & Co’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bartlett & 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
Q3 		– Sell
-9
Closed -$1K – 1276
2022
Q2 		$1K Buy
+9
New +$670 ﹤0.01% 1252

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

Bartlett & Co's VTWO Position: Q3 2022 in Review

Bartlett & Co sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Bartlett & Co first reported a position in VTWO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

  • Bartlett & Co reported no remaining Vanguard Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 9 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $1K.
  • Bartlett & Co first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co's Vanguard Russell 2000 ETF position peaked at $1K in Q2 2022.
  • 374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.