Benchmark Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Benchmark Wealth Management’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
2023 Q1	–	Sell	-3,515	Closed	-$247K	–	54
2022 Q4	$247K	Buy	3,515 +12	+0.3%	+$862	0.18%	47
2022 Q3	$233K	Buy	+3,503	New	+$258K	0.18%	44
2022 Q1	–	Sell	-3,804	Closed	-$342K	–	49
2021 Q4	$342K	Sell	3,804 -24	-0.6%	-$2.19K	0.22%	31
2021 Q3	$338K	Buy	3,828 +379	+11%	+$33.9K	0.24%	31
2021 Q2	$319K	Buy	3,449 +355	+11%	+$32.2K	0.22%	33
2021 Q1	$276K	Sell	3,094 -882	-22%	-$77.7K	0.2%	33
2020 Q4	$315K	Sell	3,976 -78	-2%	-$5.51K	0.24%	30
2020 Q3	$245K	Sell	4,054 -292	-7%	-$17.7K	0.19%	36
2020 Q2	$251K	Hold	4,346	–	–	0.21%	30
2020 Q1	$200K	Hold	4,346	–	–	0.2%	42
2019 Q4	$289K	Buy	+4,346	New	+$276K	0.25%	38

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benchmark Wealth Management's VTWO Position: Q1 2023 in Review

Benchmark Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 3,515 shares — an estimated $247K sold.

Benchmark Wealth Management first reported a position in VTWO in Q4 2019 and held it in 11 quarters. The position peaked at $342K in Q4 2021. 409 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

Benchmark Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Benchmark Wealth Management sold 3,515 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $247K.
Benchmark Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and held it in 11 quarters.
Benchmark Wealth Management's Vanguard Russell 2000 ETF position peaked at $342K in Q4 2021.
409 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on Benchmark Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.