Buckingham Strategic Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Buckingham Strategic 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
2022 Q3	–	Sell	-4,662	Closed	-$319K	–	648
2022 Q2	$319K	Buy	4,662 +476	+11%	+$35.4K	0.01%	456
2022 Q1	$347K	Buy	+4,186	New	+$344K	0.01%	431
2021 Q4	–	Sell	-2,420	Closed	-$214K	–	630
2021 Q3	$214K	Buy	2,420 +38	+2%	+$3.4K	﹤0.01%	551
2021 Q2	$221K	Buy	2,382 +82	+4%	+$7.45K	0.01%	541
2021 Q1	$205K	Buy	+2,300	New	+$203K	0.01%	515

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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

FCBT

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JMPWA

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

Buckingham Strategic Wealth's VTWO Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2022, closing a stake of 4,662 shares — an estimated $319K sold.

Buckingham Strategic Wealth first reported a position in VTWO in Q1 2021 and held it in 5 quarters. The position peaked at $347K in Q1 2022. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

Buckingham Strategic Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,662 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $319K.
Buckingham Strategic Wealth first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 5 quarters.
Buckingham Strategic Wealth's Vanguard Russell 2000 ETF position peaked at $347K in Q1 2022.
374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.