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Wealth Architects’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wealth Architects’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
2015
Q2 		– Sell
-5,400
Closed -$269K – 119
2015
Q1 		$269K Hold
5,400
– – 0.15% 80
2014
Q4 		$258K Buy
+5,400
New +$248K 0.15% 84

Other funds holding VTWO

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Architects's VTWO Position: Q2 2015 in Review

Wealth Architects sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2015, closing a stake of 5,400 shares — an estimated $269K sold.

Wealth Architects first reported a position in VTWO in Q4 2014 and held it in 2 quarters. The position peaked at $269K in Q1 2015. 62 funds tracked by Wall St. Rank hold VTWO as of Q2 2015.

  • Wealth Architects reported no remaining Vanguard Russell 2000 ETF position as of Q2 2015 after selling out during the quarter.
  • Wealth Architects sold 5,400 Vanguard Russell 2000 ETF shares in Q2 2015, an estimated $269K.
  • Wealth Architects first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and held it in 2 quarters.
  • Wealth Architects's Vanguard Russell 2000 ETF position peaked at $269K in Q1 2015.
  • 62 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2015.

Based on Wealth Architects's 13F filing for Q2 2015, filed 6 Aug 2015.