Berman Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Berman Capital 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
2021 Q3	$136K	Buy	1,540 +3	+0.2%	+$269	0.02%	357
2021 Q2	$142K	Buy	1,537 +1	+0.1%	+$91	0.02%	294
2021 Q1	$137K	Buy	1,536 +2	+0.1%	+$176	0.03%	244
2020 Q4	$121K	Buy	1,534 +356	+30%	+$25.2K	0.03%	222
2020 Q3	$71K	Buy	1,178 +4	+0.3%	+$243	0.02%	272
2020 Q2	$67K	Buy	+1,174	New	+$62.1K	0.02%	280

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FCBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APW

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

Berman Capital Advisors's VTWO Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 0.2% in Q3 2021, buying an estimated $269 and bringing the position to 1,540 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #357.

Berman Capital Advisors first reported a position in VTWO in Q2 2020 and has held it in 6 quarters since. The position peaked at $142K in Q2 2021. 337 funds tracked by Wall St. Rank hold VTWO as of Q3 2021.

Berman Capital Advisors held 1,540 shares of Vanguard Russell 2000 ETF worth $136K as of Q3 2021.
Berman Capital Advisors bought 3 Vanguard Russell 2000 ETF shares in Q3 2021, an estimated $269.
Vanguard Russell 2000 ETF made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #357 holding.
Berman Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's Vanguard Russell 2000 ETF position peaked at $142K in Q2 2021.
337 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.