HB
VTWO icon

Homrich & Berg’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Homrich & Berg’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
Q3 		$204K Hold
2,304
– – ﹤0.01% 451
2021
Q2 		$213K Buy
2,304
+50
+2% +$4.54K 0.01% 446
2021
Q1 		$201K Buy
+2,254
New +$199K 0.01% 409

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Homrich & Berg's VTWO Position: Q3 2021 in Review

Homrich & Berg held its Vanguard Russell 2000 ETF (VTWO) position steady in Q3 2021 at 2,304 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Homrich & Berg first reported a position in VTWO in Q1 2021 and has held it in 3 quarters since. The position peaked at $213K in Q2 2021. 337 funds tracked by Wall St. Rank hold VTWO as of Q3 2021.

  • Homrich & Berg held 2,304 shares of Vanguard Russell 2000 ETF worth $204K as of Q3 2021.
  • Homrich & Berg left its Vanguard Russell 2000 ETF share count unchanged in Q3 2021.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #451 holding.
  • Homrich & Berg first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 3 quarters since.
  • Homrich & Berg's Vanguard Russell 2000 ETF position peaked at $213K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.