Hamilton Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Hamilton Wealth’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
2021 Q2	–	Sell	-2,666	Closed	-$238K	–	56
2021 Q1	$238K	Sell	2,666 -95,886	-97%	-$8.45M	0.12%	47
2020 Q4	$7.8M	Buy	+98,552	New	+$6.96M	4%	7

Other funds holding VTWO

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Hamilton Wealth's VTWO Position: Q2 2021 in Review

Hamilton Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2021, closing a stake of 2,666 shares — an estimated $238K sold.

Hamilton Wealth first reported a position in VTWO in Q4 2020 and held it in 2 quarters. The position peaked at $7.8M in Q4 2020. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2021.

Hamilton Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Hamilton Wealth sold 2,666 Vanguard Russell 2000 ETF shares in Q2 2021, an estimated $238K.
Hamilton Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 2 quarters.
Hamilton Wealth's Vanguard Russell 2000 ETF position peaked at $7.8M in Q4 2020.
327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2021.

Based on Hamilton Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.