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FourThought Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

FourThought Financial’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
Q3 		$858K Buy
12,877
+6,688
+108% +$492K 0.13% 126
2022
Q2 		$423K Buy
+6,189
New +$461K 0.06% 202

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FourThought Financial's VTWO Position: Q3 2022 in Review

FourThought Financial increased its Vanguard Russell 2000 ETF (VTWO) stake by 108% in Q3 2022, buying an estimated $492K and bringing the position to 12,877 shares worth $858K. The position accounts for 0.13% of the portfolio, ranked #126.

FourThought Financial first reported a position in VTWO in Q2 2022 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

  • FourThought Financial held 12,877 shares of Vanguard Russell 2000 ETF worth $858K as of Q3 2022.
  • FourThought Financial bought 6,688 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $492K.
  • Vanguard Russell 2000 ETF made up 0.13% of FourThought Financial's portfolio in Q3 2022, its #126 holding.
  • FourThought Financial first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.