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Freedom Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Freedom Investment Management’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
Q1 		– Sell
-11,411
Closed -$1.02M – 955
2021
Q4 		$1.02M Sell
11,411
-7,970
-41% -$728K 0.08% 339
2021
Q3 		$1.71M Buy
19,381
+3,972
+26% +$356K 0.13% 205
2021
Q2 		$1.43M Buy
15,409
+4,995
+48% +$454K 0.11% 234
2021
Q1 		$928K Buy
10,414
+4,682
+82% +$413K 0.07% 323
2020
Q4 		$454K Buy
+5,732
New +$405K 0.05% 361

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Freedom Investment Management's VTWO Position: Q1 2022 in Review

Freedom Investment Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2022, closing a stake of 11,411 shares — an estimated $1.02M sold.

Freedom Investment Management first reported a position in VTWO in Q4 2020 and held it in 5 quarters. The position peaked at $1.71M in Q3 2021. 399 funds tracked by Wall St. Rank hold VTWO as of Q1 2022.

  • Freedom Investment Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 11,411 Vanguard Russell 2000 ETF shares in Q1 2022, an estimated $1.02M.
  • Freedom Investment Management first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 5 quarters.
  • Freedom Investment Management's Vanguard Russell 2000 ETF position peaked at $1.71M in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.