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WealthShield’s Vanguard Russell 2000 ETF VTWO Stock Holding History

WealthShield’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
2017
Q4 		$23K Buy
+366
New +$22.1K 0.01% 175

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

WealthShield's VTWO Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q4 2017: 366 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings.

132 funds tracked by Wall St. Rank hold VTWO as of Q4 2017.

  • WealthShield held 366 shares of Vanguard Russell 2000 ETF worth $23K as of Q4 2017.
  • Vanguard Russell 2000 ETF was a new WealthShield position in Q4 2017.
  • Vanguard Russell 2000 ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #175 holding.
  • 132 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.