Comprehensive Financial Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Comprehensive Financial 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 Q3	–	Sell	-179,862	Closed	-$16.7M	–	51
2021 Q2	$16.7M	Hold	179,862	–	–	0.14%	16
2021 Q1	$16M	Hold	179,862	–	–	0.16%	13
2020 Q4	$14.2M	Hold	179,862	–	–	0.15%	12
2020 Q3	$10.9M	Hold	179,862	–	–	0.12%	10
2020 Q2	$10.4M	Hold	179,862	–	–	0.12%	10
2020 Q1	$8.29M	Sell	179,862 -454,000	-72%	-$27.2M	0.17%	10
2019 Q4	$42.2M	Buy	+633,862	New	+$40.3M	0.79%	7

Other funds holding VTWO

Bank of America

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management

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

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

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

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