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

Guild 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
2017
Q2 		– Sell
-4,000
Closed -$221K – 35
2017
Q1 		$221K Buy
+4,000
New +$219K 0.22% 29

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Guild Investment Management's VTWO Position: Q2 2017 in Review

Guild Investment Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2017, closing a stake of 4,000 shares — an estimated $221K sold.

Guild Investment Management first reported a position in VTWO in Q1 2017 and held it in 1 quarter. The position peaked at $221K in Q1 2017. 111 funds tracked by Wall St. Rank hold VTWO as of Q2 2017.

  • Guild Investment Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
  • Guild Investment Management sold 4,000 Vanguard Russell 2000 ETF shares in Q2 2017, an estimated $221K.
  • Guild Investment Management first reported a position in Vanguard Russell 2000 ETF in Q1 2017 and held it in 1 quarter.
  • Guild Investment Management's Vanguard Russell 2000 ETF position peaked at $221K in Q1 2017.
  • 111 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2017.

Based on Guild Investment Management's 13F filing for Q2 2017, filed 18 Jul 2017.