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Level Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Level Financial 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
2022
Q4 		– Sell
-690
Closed -$46K – 304
2022
Q3 		$46K Hold
690
– – 0.03% 97
2022
Q2 		$47K Buy
+690
New +$51.4K 0.03% 103

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Level Financial Advisors's VTWO Position: Q4 2022 in Review

Level Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2022, closing a stake of 690 shares — an estimated $46K sold.

Level Financial Advisors first reported a position in VTWO in Q2 2022 and held it in 2 quarters. The position peaked at $47K in Q2 2022. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

  • Level Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Level Financial Advisors sold 690 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $46K.
  • Level Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and held it in 2 quarters.
  • Level Financial Advisors's Vanguard Russell 2000 ETF position peaked at $47K in Q2 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.