WealthSource Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

WealthSource Partners’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 Q2	–	Sell	-2,538	Closed	-$210K	–	608
2022 Q1	$210K	Buy	+2,538	New	+$209K	0.01%	536
2020 Q1	–	Sell	-3,080	Closed	-$205K	–	440
2019 Q4	$205K	Buy	+3,080	New	+$196K	0.03%	395
2018 Q3	–	Sell	-3,194	Closed	-$210K	–	343
2018 Q2	$210K	Buy	+3,194	New	+$205K	0.06%	274

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

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

FCBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's VTWO Position: Q2 2022 in Review

WealthSource Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 2,538 shares — an estimated $210K sold.

WealthSource Partners first reported a position in VTWO in Q2 2018 and held it in 3 quarters. The position peaked at $210K in Q1 2022. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

WealthSource Partners reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 2,538 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $210K.
WealthSource Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2018 and held it in 3 quarters.
WealthSource Partners's Vanguard Russell 2000 ETF position peaked at $210K in Q1 2022.
380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.