RBC
VTWO icon

Roble Belko & Company’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Roble Belko & Company’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
2023
Q1 		– Sell
-2,401
Closed -$169K – 334
2022
Q4 		$169K Hold
2,401
– – 0.04% 101
2022
Q3 		$160K Buy
2,401
+213
+10% +$15.7K 0.04% 101
2022
Q2 		$150K Hold
2,188
– – 0.03% 108
2022
Q1 		$181K Hold
2,188
– – 0.03% 109
2021
Q4 		$197K Hold
2,188
– – 0.04% 103
2021
Q3 		$193K Hold
2,188
– – 0.04% 95
2021
Q2 		$203K Hold
2,188
– – 0.05% 98
2021
Q1 		$195K Buy
+2,188
New +$193K 0.05% 95

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Roble Belko & Company's VTWO Position: Q1 2023 in Review

Roble Belko & Company sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 2,401 shares — an estimated $169K sold.

Roble Belko & Company first reported a position in VTWO in Q1 2021 and held it in 8 quarters. The position peaked at $203K in Q2 2021. 409 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

  • Roble Belko & Company reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Roble Belko & Company sold 2,401 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $169K.
  • Roble Belko & Company first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 8 quarters.
  • Roble Belko & Company's Vanguard Russell 2000 ETF position peaked at $203K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on Roble Belko & Company's 13F filing for Q1 2023, filed 10 May 2023.