HWA
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Heritage Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Heritage Wealth 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 		– Sell
-1,036
Closed -$86K – 584
2022
Q1 		$86K Buy
+1,036
New +$85.2K ﹤0.01% 268

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

Heritage Wealth Advisors's VTWO Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 1,036 shares — an estimated $86K sold.

Heritage Wealth Advisors first reported a position in VTWO in Q1 2022 and held it in 1 quarter. The position peaked at $86K in Q1 2022. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

  • Heritage Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,036 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $86K.
  • Heritage Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $86K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.