Eaton Vance Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Eaton Vance 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
2022 Q1	–	Sell	-66	Closed	-$6K	–	2716
2021 Q4	$6K	Buy	+66	New	+$6.03K	﹤0.01%	2622
2018 Q4	–	Sell	-4,000	Closed	-$271K	–	1221
2018 Q3	$271K	Hold	4,000	–	–	﹤0.01%	1138
2018 Q2	$262K	Hold	4,000	–	–	﹤0.01%	1123
2018 Q1	$244K	Hold	4,000	–	–	﹤0.01%	1070
2017 Q4	$245K	Hold	4,000	–	–	﹤0.01%	1084
2017 Q3	$238K	Hold	4,000	–	–	﹤0.01%	1063
2017 Q2	$225K	Hold	4,000	–	–	﹤0.01%	1045
2017 Q1	$221K	Hold	4,000	–	–	﹤0.01%	1004
2016 Q4	$216K	Buy	+4,000	New	+$205K	﹤0.01%	982
2015 Q3	–	Sell	-4,000	Closed	-$200K	–	983
2015 Q2	$200K	Sell	4,000 -1,024	-20%	-$51.3K	﹤0.01%	905
2015 Q1	$250K	Hold	5,024	–	–	﹤0.01%	892
2014 Q4	$240K	Buy	+5,024	New	+$231K	﹤0.01%	868

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JMPWA

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

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

FCBT

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

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

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Eaton Vance Management's VTWO Position: Q1 2022 in Review

Eaton Vance Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2022, closing a stake of 66 shares — an estimated $6K sold.

Eaton Vance Management first reported a position in VTWO in Q4 2014 and held it in 12 quarters. The position peaked at $271K in Q3 2018. 399 funds tracked by Wall St. Rank hold VTWO as of Q1 2022.

Eaton Vance Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 66 Vanguard Russell 2000 ETF shares in Q1 2022, an estimated $6K.
Eaton Vance Management first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and held it in 12 quarters.
Eaton Vance Management's Vanguard Russell 2000 ETF position peaked at $271K in Q3 2018.
399 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.