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

United Capital Financial 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
Q3 		– Sell
-3,794
Closed -$287K – 904
2023
Q2 		$287K Buy
+3,794
New +$273K ﹤0.01% 779
2022
Q4 		– Sell
-4,905
Closed -$327K – 1113
2022
Q3 		$327K Buy
+4,905
New +$361K ﹤0.01% 882

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

United Capital Financial Advisors's VTWO Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2023, closing a stake of 3,794 shares — an estimated $287K sold.

United Capital Financial Advisors first reported a position in VTWO in Q3 2022 and held it in 2 quarters. The position peaked at $327K in Q3 2022. 407 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

  • United Capital Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,794 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $287K.
  • United Capital Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2022 and held it in 2 quarters.
  • United Capital Financial Advisors's Vanguard Russell 2000 ETF position peaked at $327K in Q3 2022.
  • 407 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.