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Ground Swell Capital’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Ground Swell Capital’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-114
Closed -$10K – 2797
2014
Q2 		$10K Buy
+114
New +$9.82K 0.02% 732

Other funds holding VTWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ground Swell Capital's VTWV Position: Q3 2014 in Review

Ground Swell Capital sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2014, closing a stake of 114 shares — an estimated $10K sold.

Ground Swell Capital first reported a position in VTWV in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 15 funds tracked by Wall St. Rank hold VTWV as of Q3 2014.

  • Ground Swell Capital reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 114 Vanguard Russell 2000 Value ETF shares in Q3 2014, an estimated $10K.
  • Ground Swell Capital first reported a position in Vanguard Russell 2000 Value ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Vanguard Russell 2000 Value ETF position peaked at $10K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.