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Reilly Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Reilly Financial 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
Q4 		$5K Hold
51
– – ﹤0.01% 857
2021
Q3 		$5K Hold
51
– – ﹤0.01% 761
2021
Q2 		$5K Buy
+51
New +$4.63K ﹤0.01% 804
2014
Q1 		– Sell
-82
Closed -$4K – 862
2013
Q4 		$4K Buy
+82
New +$3.63K ﹤0.01% 720

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Reilly Financial Advisors's VTWO Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q4 2021 at 51 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Reilly Financial Advisors first reported a position in VTWO in Q4 2013 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold VTWO as of Q4 2021.

  • Reilly Financial Advisors held 51 shares of Vanguard Russell 2000 ETF worth $5K as of Q4 2021.
  • Reilly Financial Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q4 2021.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #857 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2013 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.