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SAM
SignalPoint Asset Management’s
Vanguard Russell 2000 ETF
VTWO
Stock Holding History
SignalPoint Asset Management’s Portfolio
VTWO Stock Details
VTWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$526K
Sell
5,891
-55
-0.9%
-$5.07K
0.13%
130
2024
Q3
$530K
Buy
5,946
+409
+7%
+$35.4K
0.12%
147
2024
Q2
$454K
Hold
5,537
–
–
0.12%
158
2024
Q1
$471K
Buy
5,537
+125
+2%
+$10.1K
0.13%
147
2023
Q4
$438K
Hold
5,412
–
–
0.13%
147
2023
Q3
$387K
Buy
5,412
+86
+2%
+$6.53K
0.12%
148
2023
Q2
$403K
Buy
5,326
+195
+4%
+$14.1K
0.12%
145
2023
Q1
$370K
Buy
5,131
+320
+7%
+$23.8K
0.12%
156
2022
Q4
$339K
Buy
4,811
+718
+18%
+$51.6K
0.12%
159
2022
Q3
$272K
Hold
4,093
–
–
0.1%
174
2022
Q2
$279K
Sell
4,093
-27
-0.7%
-$2.01K
0.1%
174
2022
Q1
$341K
Hold
4,120
–
–
0.11%
169
2021
Q4
$370K
Hold
4,120
–
–
0.11%
161
2021
Q3
$364K
Hold
4,120
–
–
0.12%
159
2021
Q2
$381K
Buy
4,120
+1,190
+41%
+$108K
0.12%
159
2021
Q1
$261K
Hold
2,930
–
–
0.09%
181
2020
Q4
$232K
Buy
+2,930
New
+$207K
0.09%
181
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
$501B 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
$564B 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
$1.47T AUM
27.86%
1-Year Est. Return
SRA
Summit Rock Advisors
New York
$16M AUM
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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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