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Edge Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Edge 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
Q2 		$946K Sell
14,428
-168
-1% -$10.8K 0.08% 170
2018
Q1 		$889K Buy
14,596
+92
+0.6% +$5.7K 0.08% 178
2017
Q4 		$886K Buy
14,504
+2,872
+25% +$173K 0.09% 173
2017
Q3 		$691K Buy
11,632
+6
+0.1% +$339 0.08% 184
2017
Q2 		$655K Sell
11,626
-78
-0.7% -$4.33K 0.07% 189
2017
Q1 		$645K Buy
11,704
+1,342
+13% +$73.5K 0.08% 196
2016
Q4 		$559K Buy
+10,362
New +$531K 0.07% 203

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Advisors's VTWO Position: Q2 2018 in Review

Edge Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 1.2% in Q2 2018, selling an estimated $10.8K and leaving 14,428 shares worth $946K. The position accounts for 0.08% of the portfolio, ranked #170.

Edge Advisors first reported a position in VTWO in Q4 2016 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold VTWO as of Q2 2018.

  • Edge Advisors held 14,428 shares of Vanguard Russell 2000 ETF worth $946K as of Q2 2018.
  • Edge Advisors sold 168 Vanguard Russell 2000 ETF shares in Q2 2018, an estimated $10.8K.
  • Vanguard Russell 2000 ETF made up 0.08% of Edge Advisors's portfolio in Q2 2018, its #170 holding.
  • Edge Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2016 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.