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MAM
McLean Asset Management’s
Vanguard Russell 2000 ETF
VTWO
Stock Holding History
McLean Asset Management’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
2026
Q1
$2.68M
Sell
26,769
-2,480
-8%
-$259K
0.47%
31
2025
Q4
$3.11M
Sell
29,249
-834
-3%
-$82.9K
0.56%
28
2025
Q3
$3M
Buy
30,083
+1,266
+4%
+$117K
0.62%
26
2025
Q2
$2.57M
Buy
28,817
+674
+2%
+$54.8K
0.68%
25
2025
Q1
$1.99M
Sell
28,143
-1,977
-7%
-$173K
0.66%
27
2024
Q4
$2.69M
Buy
30,120
+6,216
+26%
+$573K
0.81%
24
2024
Q3
$2.12M
Buy
23,904
+1,264
+6%
+$109K
0.64%
27
2024
Q2
$1.86M
Buy
22,640
+5,371
+31%
+$439K
0.6%
30
2024
Q1
$1.44M
Buy
17,269
+1,945
+13%
+$157K
0.49%
33
2023
Q4
$1.2M
Buy
15,324
+4,230
+38%
+$306K
0.45%
32
2023
Q3
$789K
Buy
11,094
+749
+7%
+$56.8K
0.32%
44
2023
Q2
$782K
Buy
10,345
+1,760
+21%
+$127K
0.31%
43
2023
Q1
$619K
Buy
8,585
+1,082
+14%
+$80.4K
0.25%
51
2022
Q4
$528K
Buy
7,503
+1,546
+26%
+$111K
0.18%
63
2022
Q3
$406K
Buy
5,957
+2,028
+52%
+$149K
0.16%
67
2022
Q2
$272K
Buy
+3,929
New
+$292K
0.11%
90
Other funds holding VTWO
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NIM
NEOS Investment Management
Westport, Connecticut
$19.8B AUM
31.12%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Natixis Advisors
Boston, Massachusetts
$71.9B AUM
28.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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