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

CFS 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
2020 Q4	$375K	Buy	+4,742	New	+$335K	0.06%	146

Other funds holding VTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

JMPWA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCBT

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

APW

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

CFS Investment Advisory Services's VTWO Position: Q4 2020 in Review

CFS Investment Advisory Services opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q4 2020: 4,742 shares worth $375K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings.

266 funds tracked by Wall St. Rank hold VTWO as of Q4 2020.

CFS Investment Advisory Services held 4,742 shares of Vanguard Russell 2000 ETF worth $375K as of Q4 2020.
Vanguard Russell 2000 ETF was a new CFS Investment Advisory Services position in Q4 2020.
Vanguard Russell 2000 ETF made up 0.06% of CFS Investment Advisory Services's portfolio in Q4 2020, its #146 holding.
266 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2020.

Based on CFS Investment Advisory Services's 13F filing for Q4 2020, filed 11 Feb 2021.