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POM Investment Strategies’s Vanguard Russell 2000 ETF VTWO Stock Holding History

POM Investment Strategies’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
2025
Q1 		– Sell
-165
Closed -$14.7K – 372
2024
Q4 		$14.7K Buy
165
+64
+63% +$5.91K 0.01% 133
2024
Q3 		$9K Buy
101
+1
+1% +$87 0.01% 139
2024
Q2 		$8.2K Hold
100
– – 0.01% 195
2024
Q1 		$8.51K Buy
+100
New +$8.06K 0.01% 121

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

POM Investment Strategies's VTWO Position: Q1 2025 in Review

POM Investment Strategies sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 165 shares — an estimated $14.7K sold.

POM Investment Strategies first reported a position in VTWO in Q1 2024 and held it in 4 quarters. The position peaked at $14.7K in Q4 2024. 583 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

  • POM Investment Strategies reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 165 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $14.7K.
  • POM Investment Strategies first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 4 quarters.
  • POM Investment Strategies's Vanguard Russell 2000 ETF position peaked at $14.7K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.