Financial Architects (New Jersey)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	–	Sell	-2,813	Closed	-$203K	–	330
2023 Q1	$203K	Buy	+2,813	New	+$209K	0.03%	310
2022 Q2	–	Sell	-2,592	Closed	-$215K	–	299
2022 Q1	$215K	Buy	2,592 +160	+7%	+$13.2K	0.03%	315
2021 Q4	$218K	Buy	+2,432	New	+$222K	0.03%	316

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Architects (New Jersey)'s VTWO Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 2,813 shares — an estimated $203K sold.

Financial Architects (New Jersey) first reported a position in VTWO in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

Financial Architects (New Jersey) reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,813 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $203K.
Financial Architects (New Jersey) first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 3 quarters.
Financial Architects (New Jersey)'s Vanguard Russell 2000 ETF position peaked at $218K in Q4 2021.
411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.