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HC Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

HC Financial Advisors’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
Q2 		$53K Hold
770
– – 0.04% 126
2022
Q1 		$64K Buy
770
+370
+93% +$30.4K 0.04% 122
2021
Q4 		$36K Buy
+400
New +$36.5K 0.02% 163

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's VTWO Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2022 at 770 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #126.

HC Financial Advisors first reported a position in VTWO in Q4 2021 and has held it in 3 quarters since. The position peaked at $64K in Q1 2022. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

  • HC Financial Advisors held 770 shares of Vanguard Russell 2000 ETF worth $53K as of Q2 2022.
  • HC Financial Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2022.
  • Vanguard Russell 2000 ETF made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #126 holding.
  • HC Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's Vanguard Russell 2000 ETF position peaked at $64K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.