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

Stonebridge 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
2023
Q2 		– Sell
-41
Closed -$2.96K – 1010
2023
Q1 		$2.96K Buy
41
+31
+310% +$2.3K ﹤0.01% 764
2022
Q4 		$704 Buy
+10
New +$719 ﹤0.01% 886

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 $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stonebridge Capital Advisors's VTWO Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 41 shares — an estimated $2.96K sold.

Stonebridge Capital Advisors first reported a position in VTWO in Q4 2022 and held it in 2 quarters. The position peaked at $2.96K in Q1 2023. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 41 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $2.96K.
  • Stonebridge Capital Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Vanguard Russell 2000 ETF position peaked at $2.96K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.