Nations Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Nations Financial Group’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
2018 Q4	–	Sell	-6,154	Closed	-$416K	–	174
2018 Q3	$416K	Hold	6,154	–	–	0.3%	96
2018 Q2	$404K	Hold	6,154	–	–	0.34%	88
2018 Q1	$375K	Buy	6,154 +800	+15%	+$49.6K	0.34%	84
2017 Q4	$327K	Sell	5,354 -186	-3%	-$11.2K	0.3%	103
2017 Q3	$329K	Buy	5,540 +508	+10%	+$28.7K	0.32%	97
2017 Q2	$284K	Hold	5,032	–	–	0.23%	128
2017 Q1	$278K	Buy	5,032 +500	+11%	+$27.4K	0.27%	111
2016 Q4	$245K	Hold	4,532	–	–	0.26%	118
2016 Q3	$226K	Hold	4,532	–	–	0.22%	139
2016 Q2	$208K	Hold	4,532	–	–	0.22%	142
2016 Q1	$201K	Hold	4,532	–	–	0.23%	132
2015 Q4	$204K	Buy	+4,532	New	+$209K	0.27%	118

Other funds holding VTWO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nations Financial Group's VTWO Position: Q4 2018 in Review

Nations Financial Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2018, closing a stake of 6,154 shares — an estimated $416K sold.

Nations Financial Group first reported a position in VTWO in Q4 2015 and held it in 12 quarters. The position peaked at $416K in Q3 2018. 167 funds tracked by Wall St. Rank hold VTWO as of Q4 2018.

Nations Financial Group reported no remaining Vanguard Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Nations Financial Group sold 6,154 Vanguard Russell 2000 ETF shares in Q4 2018, an estimated $416K.
Nations Financial Group first reported a position in Vanguard Russell 2000 ETF in Q4 2015 and held it in 12 quarters.
Nations Financial Group's Vanguard Russell 2000 ETF position peaked at $416K in Q3 2018.
167 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2018.

Based on Nations Financial Group's 13F filing for Q4 2018, filed 7 Feb 2019.