KCM
VTWO icon

Karp Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Karp Capital Management’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
2020
Q2 		– Sell
-4,600
Closed -$212K – 103
2020
Q1 		$212K Buy
+4,600
New +$276K 0.07% 87

Other funds holding VTWO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Karp Capital Management's VTWO Position: Q2 2020 in Review

Karp Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2020, closing a stake of 4,600 shares — an estimated $212K sold.

Karp Capital Management first reported a position in VTWO in Q1 2020 and held it in 1 quarter. The position peaked at $212K in Q1 2020. 205 funds tracked by Wall St. Rank hold VTWO as of Q2 2020.

  • Karp Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • Karp Capital Management sold 4,600 Vanguard Russell 2000 ETF shares in Q2 2020, an estimated $212K.
  • Karp Capital Management first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and held it in 1 quarter.
  • Karp Capital Management's Vanguard Russell 2000 ETF position peaked at $212K in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2020.

Based on Karp Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.