V Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

V Wealth 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
2022 Q1	–	Sell	-10,713	Closed	-$963K	–	484
2021 Q4	$963K	Buy	10,713 +2,189	+26%	+$200K	0.14%	161
2021 Q3	$754K	Sell	8,524 -4,505	-35%	-$403K	0.12%	185
2021 Q2	$1.21M	Buy	13,029 +3,717	+40%	+$338K	0.19%	132
2021 Q1	$830K	Sell	9,312 -7,202	-44%	-$635K	0.15%	164
2020 Q4	$1.31M	Buy	+16,514	New	+$1.17M	0.27%	97

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

V Wealth Advisors's VTWO Position: Q1 2022 in Review

V Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2022, closing a stake of 10,713 shares — an estimated $963K sold.

V Wealth Advisors first reported a position in VTWO in Q4 2020 and held it in 5 quarters. The position peaked at $1.31M in Q4 2020. 399 funds tracked by Wall St. Rank hold VTWO as of Q1 2022.

V Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 10,713 Vanguard Russell 2000 ETF shares in Q1 2022, an estimated $963K.
V Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 5 quarters.
V Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $1.31M in Q4 2020.
399 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.