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Charter Oak Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Charter Oak Capital 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
2021
Q1 		– Sell
-300
Closed -$24K – 846
2020
Q4 		$24K Buy
+300
New +$21.2K ﹤0.01% 389

Other funds holding VTWO

MIFH
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Charter Oak Capital Management's VTWO Position: Q1 2021 in Review

Charter Oak Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2021, closing a stake of 300 shares — an estimated $24K sold.

Charter Oak Capital Management first reported a position in VTWO in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 313 funds tracked by Wall St. Rank hold VTWO as of Q1 2021.

  • Charter Oak Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 300 Vanguard Russell 2000 ETF shares in Q1 2021, an estimated $24K.
  • Charter Oak Capital Management first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 1 quarter.
  • Charter Oak Capital Management's Vanguard Russell 2000 ETF position peaked at $24K in Q4 2020.
  • 313 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2021.

Based on Charter Oak Capital Management's 13F filing for Q1 2021, filed 17 May 2021.