Clarfeld Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$817K	Buy	+15,224	New	+$912K	0.68%	20

Other funds holding VTWO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JMPWA

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

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clarfeld Financial Advisors's VTWO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q4 2018: 15,224 shares worth $817K. The stake represents 0.68% of the portfolio and ranks #20 among its holdings.

167 funds tracked by Wall St. Rank hold VTWO as of Q4 2018.

Clarfeld Financial Advisors held 15,224 shares of Vanguard Russell 2000 ETF worth $817K as of Q4 2018.
Vanguard Russell 2000 ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Russell 2000 ETF made up 0.68% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #20 holding.
167 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.