NEXT Financial Holdings’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$140K	Buy	+2,278	New	+$137K	0.04%	450

Other funds holding VTWO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NEXT Financial Holdings's VTWO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q1 2019: 2,278 shares worth $140K. The stake represents 0.04% of the portfolio and ranks #450 among its holdings.

168 funds tracked by Wall St. Rank hold VTWO as of Q1 2019.

NEXT Financial Holdings held 2,278 shares of Vanguard Russell 2000 ETF worth $140K as of Q1 2019.
Vanguard Russell 2000 ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Russell 2000 ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #450 holding.
168 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.