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Total Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Total Investment Management’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
Q1 		– Sell
-4,998
Closed -$449K – 78
2021
Q4 		$449K Hold
4,998
– – 0.07% 45
2021
Q3 		$442K Buy
+4,998
New +$447K 0.11% 34

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Total Investment Management's VTWO Position: Q1 2022 in Review

Total Investment Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2022, closing a stake of 4,998 shares — an estimated $449K sold.

Total Investment Management first reported a position in VTWO in Q3 2021 and held it in 2 quarters. The position peaked at $449K in Q4 2021. 399 funds tracked by Wall St. Rank hold VTWO as of Q1 2022.

  • Total Investment Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Total Investment Management sold 4,998 Vanguard Russell 2000 ETF shares in Q1 2022, an estimated $449K.
  • Total Investment Management first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and held it in 2 quarters.
  • Total Investment Management's Vanguard Russell 2000 ETF position peaked at $449K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2022.

Based on Total Investment Management's 13F filing for Q1 2022, filed 2 May 2022.