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Estate Counselors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Estate Counselors’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 		– Sell
-3,200
Closed -$217K – 71
2018
Q3 		$217K Hold
3,200
– – 0.04% 62
2018
Q2 		$210K Buy
+3,200
New +$206K 0.04% 64
2017
Q4 		– Sell
-24,400
Closed -$1.45M – 65
2017
Q3 		$1.45M Buy
24,400
+13,200
+118% +$746K 0.29% 44
2017
Q2 		$631K Sell
11,200
-14,000
-56% -$777K 0.14% 53
2017
Q1 		$1.39M Buy
+25,200
New +$1.38M 0.36% 47

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors's VTWO Position: Q4 2018 in Review

Estate Counselors sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2018, closing a stake of 3,200 shares — an estimated $217K sold.

Estate Counselors first reported a position in VTWO in Q1 2017 and held it in 5 quarters. The position peaked at $1.45M in Q3 2017. 167 funds tracked by Wall St. Rank hold VTWO as of Q4 2018.

  • Estate Counselors reported no remaining Vanguard Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Estate Counselors sold 3,200 Vanguard Russell 2000 ETF shares in Q4 2018, an estimated $217K.
  • Estate Counselors first reported a position in Vanguard Russell 2000 ETF in Q1 2017 and held it in 5 quarters.
  • Estate Counselors's Vanguard Russell 2000 ETF position peaked at $1.45M in Q3 2017.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2018.

Based on Estate Counselors's 13F filing for Q4 2018, filed 4 Feb 2019.