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IndexIQ Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

IndexIQ 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
2018
Q1 		– Sell
-268
Closed -$16K – 683
2017
Q4 		$16K Buy
+268
New +$16.2K ﹤0.01% 574
2017
Q2 		– Sell
-532
Closed -$29K – 585
2017
Q1 		$29K Buy
532
+236
+80% +$12.9K ﹤0.01% 300
2016
Q4 		$16K Buy
+296
New +$15.2K ﹤0.01% 304
2016
Q3 		– Sell
-106
Closed -$5K – 292
2016
Q2 		$5K Buy
106
+30
+39% +$1.35K ﹤0.01% 290
2016
Q1 		$3K Buy
76
+48
+171% +$1.99K ﹤0.01% 264
2015
Q4 		$1K Sell
28
-44
-61% -$2.03K ﹤0.01% 269
2015
Q3 		$3K Buy
+72
New +$3.43K ﹤0.01% 258

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return