Investors Research Corp’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Investors Research Corp’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	-52	Closed	-$4.65K	–	989
2024 Q3	$4.65K	Hold	52	–	–	﹤0.01%	788
2024 Q2	$4.26K	Hold	52	–	–	﹤0.01%	846
2024 Q1	$4.42K	Sell	52 -82	-61%	-$6.61K	﹤0.01%	823
2023 Q4	$10.9K	Hold	134	–	–	﹤0.01%	729
2023 Q3	$9.57K	Hold	134	–	–	﹤0.01%	747
2023 Q2	$10.1K	Hold	134	–	–	﹤0.01%	752
2023 Q1	$9.66K	Hold	134	–	–	﹤0.01%	778
2022 Q4	$9.43K	Buy	134 +52	+63%	+$3.74K	﹤0.01%	774
2022 Q3	$5K	Hold	82	–	–	﹤0.01%	869
2022 Q2	$6K	Sell	82 -1,061	-93%	-$79K	﹤0.01%	825
2022 Q1	$95K	Buy	1,143 +1,061	+1,294%	+$87.3K	0.03%	426
2021 Q4	$7K	Buy	+82	New	+$7.49K	﹤0.01%	823

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Investors Research Corp's VTWO Position: Q4 2024 in Review

Investors Research Corp sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 52 shares — an estimated $4.65K sold.

Investors Research Corp first reported a position in VTWO in Q4 2021 and held it in 12 quarters. The position peaked at $95K in Q1 2022. 603 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Investors Research Corp reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Investors Research Corp sold 52 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $4.65K.
Investors Research Corp first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 12 quarters.
Investors Research Corp's Vanguard Russell 2000 ETF position peaked at $95K in Q1 2022.
603 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.