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Sargent Bickham Lagudis’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sargent Bickham Lagudis’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 		$35.7M Buy
507,223
+72,771
+17% +$5.23M 2.93% 6
2022
Q3 		$28.9M Buy
434,452
+380,978
+712% +$28M 2.59% 8
2022
Q2 		$3.66M Buy
53,474
+1,087
+2% +$80.9K 0.32% 71
2022
Q1 		$4.34M Buy
52,387
+541
+1% +$44.5K 0.34% 60
2021
Q4 		$4.66M Buy
51,846
+5,393
+12% +$492K 0.35% 62
2021
Q3 		$4.11M Buy
46,453
+1,345
+3% +$120K 0.33% 66
2021
Q2 		$4.18M Sell
45,108
-332
-0.7% -$30.1K 0.34% 63
2021
Q1 		$4.05M Sell
45,440
-2,410
-5% -$212K 0.36% 64
2020
Q4 		$3.79M Sell
47,850
-6,920
-13% -$489K 0.35% 65
2020
Q3 		$3.31M Sell
54,770
-3,488
-6% -$211K 0.33% 63
2020
Q2 		$3.36M Buy
58,258
+2,748
+5% +$145K 0.36% 62
2020
Q1 		$2.56M Buy
55,510
+3,556
+7% +$213K 0.33% 68
2019
Q4 		$3.46M Sell
51,954
-2,434
-4% -$155K 0.38% 59
2019
Q3 		$3.31M Buy
54,388
+4,062
+8% +$249K 0.4% 56
2019
Q2 		$3.14M Buy
50,326
+3,176
+7% +$197K 0.37% 62
2019
Q1 		$2.9M Sell
47,150
-1,922
-4% -$116K 0.34% 70
2018
Q4 		$2.63M Buy
49,072
+3,560
+8% +$213K 0.34% 70
2018
Q3 		$3.08M Sell
45,512
-10,844
-19% -$736K 0.37% 68
2018
Q2 		$3.7M Sell
56,356
-3,400
-6% -$218K 0.46% 54
2018
Q1 		$3.64M Sell
59,756
-10,132
-14% -$628K 0.45% 54
2017
Q4 		$4.27M Sell
69,888
-2,936
-4% -$177K 0.51% 51
2017
Q3 		$4.33M Sell
72,824
-59,524
-45% -$3.36M 0.54% 47
2017
Q2 		$7.46M Sell
132,348
-60,286
-31% -$3.35M 0.95% 21
2017
Q1 		$10.6M Buy
192,634
+3,186
+2% +$174K 1.38% 12
2016
Q4 		$10.2M Buy
189,448
+16,536
+10% +$847K 1.58% 10
2016
Q3 		$8.61M Buy
172,912
+155,692
+904% +$7.59M 1.3% 16
2016
Q2 		$791K Sell
17,220
-1,994
-10% -$90.1K 0.12% 120
2016
Q1 		$852K Buy
+19,214
New +$796K 0.14% 114

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sargent Bickham Lagudis's VTWO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard Russell 2000 ETF (VTWO) stake by 17% in Q4 2022, buying an estimated $5.23M and bringing the position to 507,223 shares worth $35.7M. The position accounts for 2.93% of the portfolio, ranked #6.

Sargent Bickham Lagudis first reported a position in VTWO in Q1 2016 and has held it in 28 quarters since. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

  • Sargent Bickham Lagudis held 507,223 shares of Vanguard Russell 2000 ETF worth $35.7M as of Q4 2022.
  • Sargent Bickham Lagudis bought 72,771 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $5.23M.
  • Vanguard Russell 2000 ETF made up 2.93% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #6 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Russell 2000 ETF in Q1 2016 and has held it in 28 quarters since.
  • 415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.