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Bison Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bison Wealth’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
Q4 		– Sell
-200
Closed -$18K – 486
2021
Q3 		$18K Hold
200
– – 0.01% 380
2021
Q2 		$19K Hold
200
– – 0.01% 370
2021
Q1 		$18K Hold
200
– – 0.01% 376
2020
Q4 		$16K Sell
200
-122
-38% -$8.62K 0.01% 341
2020
Q3 		$19K Buy
322
+122
+61% +$7.4K 0.01% 293
2020
Q2 		$12K Sell
200
-790
-80% -$41.8K 0.01% 305
2020
Q1 		$46K Hold
990
– – 0.03% 240
2019
Q4 		$66K Buy
+990
New +$62.9K 0.03% 286

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 $299B AUM 28.69% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Bison Wealth's VTWO Position: Q4 2021 in Review

Bison Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2021, closing a stake of 200 shares — an estimated $18K sold.

Bison Wealth first reported a position in VTWO in Q4 2019 and held it in 8 quarters. The position peaked at $66K in Q4 2019. 382 funds tracked by Wall St. Rank hold VTWO as of Q4 2021.

  • Bison Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 200 Vanguard Russell 2000 ETF shares in Q4 2021, an estimated $18K.
  • Bison Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and held it in 8 quarters.
  • Bison Wealth's Vanguard Russell 2000 ETF position peaked at $66K in Q4 2019.
  • 382 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.