WCF
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West Coast Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

West Coast Financial’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
2018
Q3 		– Sell
-4,000
Closed -$262K – 139
2018
Q2 		$262K Sell
4,000
-2,400
-38% -$154K 0.07% 94
2018
Q1 		$390K Sell
6,400
-940
-13% -$58.3K 0.11% 86
2017
Q4 		$449K Sell
7,340
-2,058
-22% -$124K 0.13% 82
2017
Q3 		$559K Buy
9,398
+88
+0.9% +$4.97K 0.15% 92
2017
Q2 		$525K Sell
9,310
-892
-9% -$49.5K 0.17% 78
2017
Q1 		$563K Sell
10,202
-1,574
-13% -$86.2K 0.18% 81
2016
Q4 		$636K Sell
11,776
-90
-0.8% -$4.61K 0.2% 82
2016
Q3 		$591K Buy
+11,866
New +$579K 0.19% 86

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return