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Gryphon Financial Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-222
Closed -$25K – 809
2018
Q2 		$25K Buy
222
+25
+13% +$2.8K 0.01% 348
2018
Q1 		$21K Buy
+197
New +$21.4K 0.01% 377

Other funds holding VTWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gryphon Financial Partners's VTWV Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2018, closing a stake of 222 shares — an estimated $25K sold.

Gryphon Financial Partners first reported a position in VTWV in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2018. 56 funds tracked by Wall St. Rank hold VTWV as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 222 Vanguard Russell 2000 Value ETF shares in Q3 2018, an estimated $25K.
  • Gryphon Financial Partners first reported a position in Vanguard Russell 2000 Value ETF in Q1 2018 and held it in 2 quarters.
  • Gryphon Financial Partners's Vanguard Russell 2000 Value ETF position peaked at $25K in Q2 2018.
  • 56 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.