Paracle Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Paracle 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
2021 Q1	$2.75M	Buy	30,804 +450	+1%	+$39.7K	0.5%	31
2020 Q4	$2.4M	Buy	30,354 +2,390	+9%	+$169K	0.46%	34
2020 Q3	$1.69M	Buy	27,964 +1,278	+5%	+$77.5K	0.37%	37
2020 Q2	$1.54M	Buy	26,686 +3,888	+17%	+$206K	0.36%	37
2020 Q1	$1.05M	Buy	+22,798	New	+$1.37M	0.28%	42

Other funds holding VTWO

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JMPWA

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

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

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

Paracle Advisors's VTWO Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.5% in Q1 2021, buying an estimated $39.7K and bringing the position to 30,804 shares worth $2.75M. The position accounts for 0.5% of the portfolio, ranked #31.

Paracle Advisors first reported a position in VTWO in Q1 2020 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold VTWO as of Q1 2021.

Paracle Advisors held 30,804 shares of Vanguard Russell 2000 ETF worth $2.75M as of Q1 2021.
Paracle Advisors bought 450 Vanguard Russell 2000 ETF shares in Q1 2021, an estimated $39.7K.
Vanguard Russell 2000 ETF made up 0.5% of Paracle Advisors's portfolio in Q1 2021, its #31 holding.
Paracle Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and has held it in 5 quarters since.
313 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.