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tru Independence’s Vanguard Russell 2000 ETF VTWO Stock Holding History

tru Independence’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
2020
Q1 		– Sell
-240
Closed -$11K – 932
2019
Q4 		$11K Buy
+240
New +$15.2K ﹤0.01% 556

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

tru Independence's VTWO Position: Q1 2020 in Review

tru Independence sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2020, closing a stake of 240 shares — an estimated $11K sold.

tru Independence first reported a position in VTWO in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 174 funds tracked by Wall St. Rank hold VTWO as of Q1 2020.

  • tru Independence reported no remaining Vanguard Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • tru Independence sold 240 Vanguard Russell 2000 ETF shares in Q1 2020, an estimated $11K.
  • tru Independence first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • tru Independence's Vanguard Russell 2000 ETF position peaked at $11K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.