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

WealthPlan 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
2023
Q1 		– Sell
-3,702
Closed -$288K – 581
2022
Q4 		$288K Sell
3,702
-1,246
-25% -$89.5K 0.02% 321
2022
Q3 		$359K Buy
+4,948
New +$364K 0.03% 282
2022
Q1 		$371K Buy
+4,971
New +$409K 0.03% 289

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPlan Investment Management's VTWO Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 3,702 shares — an estimated $288K sold.

WealthPlan Investment Management first reported a position in VTWO in Q1 2022 and held it in 3 quarters. The position peaked at $371K in Q1 2022. 409 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,702 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $288K.
  • WealthPlan Investment Management first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Vanguard Russell 2000 ETF position peaked at $371K in Q1 2022.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.