Personal Capital Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Personal Capital 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
2022 Q4	$330K	Buy	4,688 +1,199	+34%	+$86.2K	﹤0.01%	364
2022 Q3	$232K	Buy	3,489 +168	+5%	+$12.4K	﹤0.01%	411
2022 Q2	$227K	Buy	3,321 +362	+12%	+$26.9K	﹤0.01%	408
2022 Q1	$245K	Buy	2,959 +250	+9%	+$20.6K	﹤0.01%	435
2021 Q4	$243K	Buy	+2,709	New	+$247K	﹤0.01%	486

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

JMPWA

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

Personal Capital Advisors's VTWO Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 34% in Q4 2022, buying an estimated $86.2K and bringing the position to 4,688 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Personal Capital Advisors first reported a position in VTWO in Q4 2021 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

Personal Capital Advisors held 4,688 shares of Vanguard Russell 2000 ETF worth $330K as of Q4 2022.
Personal Capital Advisors bought 1,199 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $86.2K.
Vanguard Russell 2000 ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #364 holding.
Personal Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 5 quarters since.
415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.