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Keel Point Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Keel Point 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
2014
Q4 		$4.89M Buy
+102,264
New +$4.7M 3.93% 5

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Keel Point Advisors's VTWO Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q4 2014: 102,264 shares worth $4.89M. The stake represents 3.93% of the portfolio and ranks #5 among its holdings.

60 funds tracked by Wall St. Rank hold VTWO as of Q4 2014.

  • Keel Point Advisors held 102,264 shares of Vanguard Russell 2000 ETF worth $4.89M as of Q4 2014.
  • Vanguard Russell 2000 ETF was a new Keel Point Advisors position in Q4 2014.
  • Vanguard Russell 2000 ETF made up 3.93% of Keel Point Advisors's portfolio in Q4 2014, its #5 holding.
  • 60 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.