EC
VTWO icon

EdgeRock Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

EdgeRock Capital’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
Q4 		– Sell
-42
Closed -$3K – 386
2022
Q3 		$3K Buy
+42
New +$3.09K ﹤0.01% 291

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

EdgeRock Capital's VTWO Position: Q4 2022 in Review

EdgeRock Capital sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2022, closing a stake of 42 shares — an estimated $3K sold.

EdgeRock Capital first reported a position in VTWO in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

  • EdgeRock Capital reported no remaining Vanguard Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 42 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $3K.
  • EdgeRock Capital first reported a position in Vanguard Russell 2000 ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Vanguard Russell 2000 ETF position peaked at $3K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.