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JP Morgan Private Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

JP Morgan Private 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
2023
Q3 		$42M Buy
588,572
+47,657
+9% +$3.62M 0.12% 179
2023
Q2 		$40.9M Sell
540,915
-293,771
-35% -$21.2M 0.21% 101
2023
Q1 		$60.2M Sell
834,686
-235,391
-22% -$17.5M 0.13% 171
2022
Q4 		$75.3M Buy
1,070,077
+346,834
+48% +$24.9M 0.17% 133
2022
Q3 		$48.2M Sell
723,243
-398,219
-36% -$29.3M 0.13% 172
2022
Q2 		$76.7M Sell
1,121,462
-121,887
-10% -$9.07M 0.2% 121
2022
Q1 		$103M Buy
1,243,349
+80,404
+7% +$6.61M 0.22% 104
2021
Q4 		$104M Buy
1,162,945
+35,011
+3% +$3.2M 0.22% 105
2021
Q3 		$99.7M Buy
1,127,934
+104,254
+10% +$9.33M 0.24% 97
2021
Q2 		$94.8M Buy
1,023,680
+127,742
+14% +$11.6M 0.25% 100
2021
Q1 		$79.9M Buy
895,938
+21,906
+3% +$1.93M 0.26% 101
2020
Q4 		$69.2M Buy
874,032
+168,714
+24% +$11.9M 0.22% 111
2020
Q3 		$42.7M Buy
705,318
+42,672
+6% +$2.59M 0.17% 130
2020
Q2 		$38.2M Buy
662,646
+177,672
+37% +$9.4M 0.17% 127
2020
Q1 		$22.4M Sell
484,974
-37,502
-7% -$2.25M 0.13% 156
2019
Q4 		$34.8M Buy
522,476
+24,948
+5% +$1.58M 0.16% 144
2019
Q3 		$30.3M Buy
497,528
+17,280
+4% +$1.06M 0.16% 143
2019
Q2 		$30M Sell
480,248
-10,776
-2% -$668K 0.16% 141
2019
Q1 		$30.2M Sell
491,024
-484
-0.1% -$29.2K 0.16% 144
2018
Q4 		$26.4M Sell
491,508
-132,506
-21% -$7.94M 0.16% 143
2018
Q3 		$42.2M Buy
624,014
+32,142
+5% +$2.18M 0.21% 117
2018
Q2 		$38.8M Buy
591,872
+45,174
+8% +$2.9M 0.22% 108
2018
Q1 		$33.3M Sell
546,698
-121,664
-18% -$7.54M 0.23% 108
2017
Q4 		$40.9M Buy
668,362
+19,624
+3% +$1.18M 0.27% 93
2017
Q3 		$38.6M Buy
648,738
+37,526
+6% +$2.12M 0.28% 93
2017
Q2 		$34.5M Buy
611,212
+29,388
+5% +$1.63M 0.26% 97
2017
Q1 		$32.1M Buy
581,824
+202,612
+53% +$11.1M 0.25% 100
2016
Q4 		$20.5M Buy
379,212
+20,956
+6% +$1.07M 0.18% 127
2016
Q3 		$17.8M Buy
358,256
+22,170
+7% +$1.08M 0.17% 140
2016
Q2 		$15.4M Buy
336,086
+8,870
+3% +$401K 0.15% 141
2016
Q1 		$14.5M Buy
327,216
+17,406
+6% +$721K 0.14% 143
2015
Q4 		$14M Sell
309,810
-8,558
-3% -$395K 0.14% 149
2015
Q3 		$13.9M Buy
318,368
+9,104
+3% +$434K 0.18% 131
2015
Q2 		$15.5M Buy
309,264
+7,272
+2% +$364K 0.18% 138
2015
Q1 		$15M Buy
301,992
+12,012
+4% +$578K 0.17% 138
2014
Q4 		$13.9M Buy
289,980
+23,348
+9% +$1.07M 0.17% 139
2014
Q3 		$11.7M Buy
266,632
+29,034
+12% +$1.33M 0.15% 148
2014
Q2 		$11.3M Buy
237,598
+16,224
+7% +$737K 0.19% 127
2014
Q1 		$10.3M Sell
221,374
-7,704
-3% -$355K 0.19% 130
2013
Q4 		$10.5M Buy
229,078
+81,954
+56% +$3.63M 0.21% 123
2013
Q3 		$6.3M Buy
147,124
+69,766
+90% +$2.89M 0.14% 156
2013
Q2 		$3.01M Buy
+77,358
New +$2.95M 0.07% 207

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 $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VTWO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 8.8% in Q3 2023, buying an estimated $3.62M and bringing the position to 588,572 shares worth $42M. The position accounts for 0.12% of the portfolio, ranked #179.

JP Morgan Private Wealth Advisors first reported a position in VTWO in Q2 2013 and has held it in 42 quarters since. The position peaked at $104M in Q4 2021. 407 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 588,572 shares of Vanguard Russell 2000 ETF worth $42M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 47,657 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $3.62M.
  • Vanguard Russell 2000 ETF made up 0.12% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #179 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $104M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.