Rothschild & Co Wealth Management (UK)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rothschild & Co Wealth Management (UK)’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	-13,180	Closed	-$1.04M	–	44
2020 Q4	$1.04M	Hold	13,180	–	–	0.02%	23
2020 Q3	$797K	Sell	13,180 -6,904	-34%	-$419K	0.02%	22
2020 Q2	$1.16M	Hold	20,084	–	–	0.03%	20
2020 Q1	$926K	Hold	20,084	–	–	0.02%	21
2019 Q4	$1.34M	Hold	20,084	–	–	0.03%	20
2019 Q3	$1.22M	Buy	+20,084	New	+$1.23M	0.03%	22

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

Rothschild & Co Wealth Management (UK)'s VTWO Position: Q1 2021 in Review

Rothschild & Co Wealth Management (UK) sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2021, closing a stake of 13,180 shares — an estimated $1.04M sold.

Rothschild & Co Wealth Management (UK) first reported a position in VTWO in Q3 2019 and held it in 6 quarters. The position peaked at $1.34M in Q4 2019. 313 funds tracked by Wall St. Rank hold VTWO as of Q1 2021.

Rothschild & Co Wealth Management (UK) reported no remaining Vanguard Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 13,180 Vanguard Russell 2000 ETF shares in Q1 2021, an estimated $1.04M.
Rothschild & Co Wealth Management (UK) first reported a position in Vanguard Russell 2000 ETF in Q3 2019 and held it in 6 quarters.
Rothschild & Co Wealth Management (UK)'s Vanguard Russell 2000 ETF position peaked at $1.34M in Q4 2019.
313 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2021.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2021, filed 22 Apr 2021.