CBIZ Investment Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-1,305,769	Closed	-$82.6M	–	41
2022 Q1	$82.6M	Buy	+1,305,769	New	+$107M	6.71%	5
2021 Q3	–	Hold	0	–	–	–	65
2021 Q2	–	Hold	0	–	–	–	66
2021 Q1	–	Hold	0	–	–	–	59
2020 Q4	–	Hold	0	–	–	–	64
2020 Q1	–	Hold	0	–	–	–	71
2019 Q4	–	Hold	0	–	–	–	68

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

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

CBIZ Investment Advisory Services's VTWO Position: Q2 2022 in Review

CBIZ Investment Advisory Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 1,305,769 shares — an estimated $82.6M sold.

CBIZ Investment Advisory Services first reported a position in VTWO in Q1 2022 and held it in 1 quarter. The position peaked at $82.6M in Q1 2022. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

CBIZ Investment Advisory Services reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
CBIZ Investment Advisory Services sold 1,305,769 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $82.6M.
CBIZ Investment Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 1 quarter.
CBIZ Investment Advisory Services's Vanguard Russell 2000 ETF position peaked at $82.6M in Q1 2022.
380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.