VIA
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Vantagepoint Investment Advisers’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Vantagepoint Investment Advisers’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.8M Sell
1,444,411
-121,832
-8% -$4.08M 0.4% 55
2025
Q4 		$49.4M Hold
1,566,243
– – 0.4% 55
2025
Q3 		$48.8M Buy
+1,566,243
New +$47.6M 0.4% 55

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Vantagepoint Investment Advisers's FNDA Position: Q1 2026 in Review

Vantagepoint Investment Advisers reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 7.8% in Q1 2026, selling an estimated $4.08M and leaving 1,444,411 shares worth $46.8M. The position accounts for 0.4% of the portfolio, ranked #55.

Vantagepoint Investment Advisers first reported a position in FNDA in Q3 2025 and has held it in 3 quarters since. The position peaked at $49.4M in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Vantagepoint Investment Advisers held 1,444,411 shares of Schwab Fundamental US Small Company Index ETF worth $46.8M as of Q1 2026.
  • Vantagepoint Investment Advisers sold 121,832 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $4.08M.
  • Schwab Fundamental US Small Company Index ETF made up 0.4% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #55 holding.
  • Vantagepoint Investment Advisers first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Vantagepoint Investment Advisers's Schwab Fundamental US Small Company Index ETF position peaked at $49.4M in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.