Aspire Private Capital’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-170	Closed	-$15.2K	–	634
2024 Q3	$15.2K	Hold	170	–	–	﹤0.01%	330
2024 Q2	$13.9K	Hold	170	–	–	﹤0.01%	349
2024 Q1	$14.5K	Hold	170	–	–	﹤0.01%	357
2023 Q4	$13.8K	Hold	170	–	–	﹤0.01%	354
2023 Q3	$12.1K	Sell	170 -3	-2%	-$228	﹤0.01%	378
2023 Q2	$13.1K	Buy	173 +3	+2%	+$216	﹤0.01%	344
2023 Q1	$12.3K	Hold	170	–	–	﹤0.01%	343
2022 Q4	$12K	Hold	170	–	–	﹤0.01%	343
2022 Q3	$11K	Hold	170	–	–	﹤0.01%	342
2022 Q2	$12K	Sell	170 -196	-54%	-$14.6K	﹤0.01%	334
2022 Q1	$30K	Buy	366 +196	+115%	+$16.1K	0.01%	243
2021 Q4	$15K	Hold	170	–	–	﹤0.01%	307
2021 Q3	$15K	Sell	170 -76	-31%	-$6.8K	0.01%	287
2021 Q2	$23K	Buy	+246	New	+$22.3K	0.01%	264

Other funds holding VTWO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

Aspire Private Capital's VTWO Position: Q4 2024 in Review

Aspire Private Capital sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 170 shares — an estimated $15.2K sold.

Aspire Private Capital first reported a position in VTWO in Q2 2021 and held it in 14 quarters. The position peaked at $30K in Q1 2022. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Aspire Private Capital reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 170 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $15.2K.
Aspire Private Capital first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and held it in 14 quarters.
Aspire Private Capital's Vanguard Russell 2000 ETF position peaked at $30K in Q1 2022.
600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.