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

Narwhal 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
2021
Q2 		– Sell
-2,252
Closed -$201K – 173
2021
Q1 		$201K Buy
+2,252
New +$198K 0.03% 147

Other funds holding VTWO

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Narwhal Capital Management's VTWO Position: Q2 2021 in Review

Narwhal Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2021, closing a stake of 2,252 shares — an estimated $201K sold.

Narwhal Capital Management first reported a position in VTWO in Q1 2021 and held it in 1 quarter. The position peaked at $201K in Q1 2021. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2021.

  • Narwhal Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Narwhal Capital Management sold 2,252 Vanguard Russell 2000 ETF shares in Q2 2021, an estimated $201K.
  • Narwhal Capital Management first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 1 quarter.
  • Narwhal Capital Management's Vanguard Russell 2000 ETF position peaked at $201K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2021.

Based on Narwhal Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.