NCP
VTWO icon

NexWave Capital Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

NexWave Capital Partners’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
Q1 		– Sell
-11,004
Closed -$870K – 57
2020
Q4 		$870K Buy
+11,004
New +$778K 1.35% 23

Other funds holding VTWO

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NexWave Capital Partners's VTWO Position: Q1 2021 in Review

NexWave Capital Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2021, closing a stake of 11,004 shares — an estimated $870K sold.

NexWave Capital Partners first reported a position in VTWO in Q4 2020 and held it in 1 quarter. The position peaked at $870K in Q4 2020. 313 funds tracked by Wall St. Rank hold VTWO as of Q1 2021.

  • NexWave Capital Partners reported no remaining Vanguard Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • NexWave Capital Partners sold 11,004 Vanguard Russell 2000 ETF shares in Q1 2021, an estimated $870K.
  • NexWave Capital Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 1 quarter.
  • NexWave Capital Partners's Vanguard Russell 2000 ETF position peaked at $870K in Q4 2020.
  • 313 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2021.

Based on NexWave Capital Partners's 13F filing for Q1 2021, filed 13 May 2021.