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

Brewin Dolphin 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
2022 Q2	$1.05M	Buy	13,909 +7,077	+104%	+$527K	0.11%	71
2022 Q1	$566K	Hold	6,832	–	–	0.06%	91
2021 Q4	$614K	Buy	6,832 +110	+2%	+$10K	0.07%	87
2021 Q3	$594K	Buy	6,722 +660	+11%	+$59.1K	0.07%	88
2021 Q2	$561K	Buy	6,062 +4,530	+296%	+$411K	0.07%	88
2021 Q1	$137K	Buy	1,532 +840	+121%	+$74K	0.02%	130
2020 Q4	$54.8K	Hold	692	–	–	0.01%	161
2020 Q3	$41.8K	Hold	692	–	–	0.01%	173
2020 Q2	$39.9K	Buy	+692	New	+$36.6K	0.01%	167

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 $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Brewin Dolphin Wealth Management's VTWO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Vanguard Russell 2000 ETF (VTWO) stake by 104% in Q2 2022, buying an estimated $527K and bringing the position to 13,909 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #71.

Brewin Dolphin Wealth Management first reported a position in VTWO in Q2 2020 and has held it in 9 quarters since. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

Brewin Dolphin Wealth Management held 13,909 shares of Vanguard Russell 2000 ETF worth $1.05M as of Q2 2022.
Brewin Dolphin Wealth Management bought 7,077 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $527K.
Vanguard Russell 2000 ETF made up 0.11% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #71 holding.
Brewin Dolphin Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 9 quarters since.
380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.