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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 $786B AUM 40.34% 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 $1.69B AUM 20.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IndexIQ Advisors's VTWO Position: Q1 2018 in Review

IndexIQ Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2018, closing a stake of 268 shares — an estimated $16K sold.

IndexIQ Advisors first reported a position in VTWO in Q3 2015 and held it in 7 quarters. The position peaked at $29K in Q1 2017. 137 funds tracked by Wall St. Rank hold VTWO as of Q1 2018.

  • IndexIQ Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 268 Vanguard Russell 2000 ETF shares in Q1 2018, an estimated $16K.
  • IndexIQ Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2015 and held it in 7 quarters.
  • IndexIQ Advisors's Vanguard Russell 2000 ETF position peaked at $29K in Q1 2017.
  • 137 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2018.

Based on IndexIQ Advisors's 13F filing for Q1 2018, filed 15 May 2018.