<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>VTWO filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of VTWO compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>VTWO: filing for 2026-05-31 -- 41 added, 56 dropped, turnover 11.7%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,960 positions became 1,945: 41 added (0.58% of the fund), 56 dropped (1.51%). Turnover proxy 11.7%. Largest increases: Bloom Energy Corp 1.12% to 1.83%; Credo Technology Group Holding Ltd 0.56% to 1.12%; Sterling Infrastructure Inc 0.42% to 0.75%; DigitalOcean Holdings Inc 0.13% to 0.35%; Planet Labs PBC 0.19% to 0.41%; IonQ Inc 0.43% to 0.63%. Largest decreases: Hecla Mining Co 0.52% to 0.33%; Kratos Defense &amp;amp; Security Solutions Inc 0.47% to 0.34%; InterDigital Inc 0.31% to 0.19%; Ensign Group Inc/The 0.39% to 0.28%; Installed Building Products Inc 0.25% to 0.14%; TransMedics Group Inc 0.16% to 0.07%. New: Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.23%), Piper Sandler Cos (0.16%), agilon health Inc (0.03%), Brookfield Business Corp (0.02%), Cardinal Infrastructure Group Inc (0.02%), N/A (0.02%). Gone: Piper Sandler Cos (0.17%), Amicus Therapeutics Inc (0.14%), Tri Pointe Homes Inc (0.13%), Arcellx Inc (0.13%), Terns Pharmaceuticals Inc (0.12%), TEGNA Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jul 2026 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2026-02-28 -- 31 added, 56 dropped, turnover 10.4%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,985 positions became 1,960: 31 added (0.46% of the fund), 56 dropped (2.36%). Turnover proxy 10.4%. Largest increases: Bloom Energy Corp 0.81% to 1.12%; Coeur Mining Inc 0.38% to 0.57%; Hecla Mining Co 0.35% to 0.52%; EchoStar Corp 0.34% to 0.51%; Terex Corp 0.1% to 0.25%; Advanced Energy Industries Inc 0.28% to 0.41%. Largest decreases: Credo Technology Group Holding Ltd 0.91% to 0.56%; Hims &amp;amp; Hers Health Inc 0.26% to 0.1%; Madrigal Pharmaceuticals Inc 0.38% to 0.26%; Oklo Inc 0.34% to 0.22%; Rigetti Computing Inc 0.28% to 0.18%; HealthEquity Inc 0.31% to 0.21%. New: Indivior Pharmaceuticals Inc (0.13%), Cushman &amp;amp; Wakefield Ltd (0.1%), USA Rare Earth Inc (0.05%), Definium Therapeutics Inc (0.05%), Webull Corp (0.05%), LB Pharmaceuticals Inc (0.02%). Gone: Cadence Bank (0.26%), Avidity Biosciences Inc (0.25%), Indivior PLC (0.14%), ALLETE Inc (0.14%), Cushman &amp;amp; Wakefield PLC (0.13%), Akero Therapeutics Inc (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Apr 2026 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2025-11-30 -- 35 added, 47 dropped, turnover 10.3%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,997 positions became 1,985: 35 added (0.23% of the fund), 47 dropped (1.44%). Turnover proxy 10.3%. Largest increases: Bloom Energy Corp 0.4% to 0.81%; Credo Technology Group Holding Ltd 0.66% to 0.91%; Hecla Mining Co 0.19% to 0.35%; Guardant Health Inc 0.29% to 0.45%; Cogent Biosciences Inc 0.05% to 0.19%; Fabrinet 0.44% to 0.57%. Largest decreases: Stride Inc 0.25% to 0.09%; Varonis Systems Inc 0.24% to 0.13%; Commvault Systems Inc 0.3% to 0.19%; Upstart Holdings Inc 0.22% to 0.13%; NuScale Power Corp 0.16% to 0.09%; Adtalem Global Education Inc 0.18% to 0.11%. New: LXP Industrial Trust (0.1%), Diversified Energy Co (0.03%), Aspen Insurance Holdings Ltd (0.02%), Global Medical REIT Inc (0.01%), Abacus Life Inc (0.01%), James River Group Holdings Inc (0.01%). Gone: GMS Inc (0.16%), WNS Holdings Ltd (0.11%), LXP Industrial Trust (0.1%), Premier Inc (0.09%), Pacific Premier Bancorp Inc (0.09%), Foot Locker Inc (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jan 2026 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2025-08-31 -- 253 added, 206 dropped, turnover 14.1%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,950 positions became 1,997: 253 added (4.17% of the fund), 206 dropped (8.22%). Turnover proxy 14.1%. Largest increases: Credo Technology Group Holding Ltd 0.35% to 0.66%; Bloom Energy Corp 0.15% to 0.4%; EchoStar Corp 0.09% to 0.31%; Kratos Defense &amp;amp; Security Solutions Inc 0.22% to 0.4%; Coeur Mining Inc 0.21% to 0.31%; Joby Aviation Inc 0.14% to 0.24%. Largest decreases: Hims &amp;amp; Hers Health Inc 0.45% to 0.29%; Badger Meter Inc 0.3% to 0.2%; Lantheus Holdings Inc 0.21% to 0.14%; HealthEquity Inc 0.35% to 0.28%; Casella Waste Systems Inc 0.3% to 0.23%; Palomar Holdings Inc 0.18% to 0.12%. New: Oklo Inc (0.28%), CRISPR Therapeutics AG (0.16%), Advance Auto Parts Inc (0.13%), Polaris Inc (0.11%), Indivior PLC (0.11%), Xenon Pharmaceuticals Inc (0.11%). Gone: Sprouts Farmers Market Inc (0.71%), Insmed Inc (0.49%), FTAI Aviation Ltd (0.48%), Carpenter Technology Corp (0.46%), New Issuer: BB Company ID:72400263 (0.39%), Applied Industrial Technologies Inc (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Oct 2025 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2025-05-31 -- 23 added, 43 dropped, turnover 8.3%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,970 positions became 1,950: 23 added (0.55% of the fund), 43 dropped (1.84%). Turnover proxy 8.3%. Largest increases: IonQ Inc 0.19% to 0.33%; Sprouts Farmers Market Inc 0.58% to 0.71%; Primo Brands Corp 0.21% to 0.33%; Hims &amp;amp; Hers Health Inc 0.33% to 0.45%; D-Wave Quantum Inc 0.02% to 0.12%; NEXTracker Inc 0.25% to 0.33%. Largest decreases: Vaxcyte Inc 0.35% to 0.16%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.29% to 0.17%; Biohaven Ltd 0.12% to 0.05%; Champion Homes Inc 0.21% to 0.14%; EchoStar Corp 0.15% to 0.09%; Cytokinetics Inc 0.2% to 0.14%. New: New Issuer: BB Company ID:72400263 (0.39%), Lionsgate Studios Holding Corp (0.06%), Easterly Government Properties Inc (0.04%), N/A (0.02%), Coreweave Inc (0.01%), Lions Gate Entertainment Corp (0.01%). Gone: Beacon Roofing Supply Inc (0.28%), Rocket Lab USA Inc (0.28%), Arcadium Lithium PLC (0.24%), Altair Engineering Inc (0.23%), Patterson Cos Inc (0.09%), Matterport Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Jul 2025 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2025-02-28 -- 19 added, 35 dropped, turnover 8.6%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,986 positions became 1,970: 19 added (0.52% of the fund), 35 dropped (1.53%). Turnover proxy 8.6%. Largest increases: Insmed Inc 0.41% to 0.54%; Hims &amp;amp; Hers Health Inc 0.21% to 0.33%; John Bean Technologies Corp 0.14% to 0.24%; UMB Financial Corp 0.19% to 0.29%; SouthState Corp 0.29% to 0.38%; American Healthcare REIT Inc 0.08% to 0.17%. Largest decreases: MARA Holdings Inc 0.26% to 0.15%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.38% to 0.29%; FTAI Aviation Ltd 0.59% to 0.5%; Fluor Corp 0.33% to 0.25%; Modine Manufacturing Co 0.24% to 0.17%; Lumen Technologies Inc 0.26% to 0.18%. New: Brookfield Infrastructure Corp (0.19%), CONSOL Energy Inc (0.15%), Outfront Media Inc (0.11%), Globalstar Inc (0.04%), Toro Combineco Inc (0.01%), New Issuer: BB Company ID:69588108 (0.01%). Gone: Summit Materials Inc (0.21%), Brookfield Infrastructure Corp (0.19%), CONSOL Energy Inc (0.13%), Arch Resources Inc (0.1%), Heartland Financial USA Inc (0.1%), Outfront Media Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Apr 2025 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2024-11-30 -- 26 added, 36 dropped, turnover 9%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,996 positions became 1,986: 26 added (0.44% of the fund), 36 dropped (1.38%). Turnover proxy 9%. Largest increases: Rocket Lab USA Inc 0.08% to 0.33%; IonQ Inc 0.06% to 0.25%; Sprouts Farmers Market Inc 0.39% to 0.53%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.25% to 0.38%; FTAI Aviation Ltd 0.48% to 0.59%; Hims &amp;amp; Hers Health Inc 0.11% to 0.21%. Largest decreases: TransMedics Group Inc 0.2% to 0.1%; Halozyme Therapeutics Inc 0.3% to 0.21%; Evolent Health Inc 0.14% to 0.05%; Sunrun Inc 0.17% to 0.09%; SITE Centers Corp 0.11% to 0.03%; Equity Commonwealth 0.08% to 0%. New: Primo Brands Corp (0.15%), Curbline Properties Corp (0.08%), Everarc Holdings Ltd (0.06%), New Issuer: BB Company ID:70125861 (0.04%), Teekay Tankers Ltd (0.03%), Innovex International Inc (0.02%). Gone: Axonics Inc (0.13%), Primo Water Corp (0.13%), Envestnet Inc (0.12%), Squarespace Inc (0.1%), Perficient Inc (0.1%), Vista Outdoor Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jan 2025 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2024-08-31 -- 247 added, 200 dropped, turnover 15%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,949 positions became 1,996: 247 added (4.47% of the fund), 200 dropped (10.53%). Turnover proxy 15%. Largest increases: FTAI Aviation Ltd 0.32% to 0.48%; Lumen Technologies Inc 0.05% to 0.2%; Insmed Inc 0.3% to 0.45%; Aurora Innovation Inc 0.03% to 0.16%; Avidity Biosciences Inc 0.08% to 0.18%; AST SpaceMobile Inc 0.04% to 0.13%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.38% to 0.25%; Atkore Inc 0.22% to 0.13%; NEXTracker Inc 0.27% to 0.18%; Chart Industries Inc 0.26% to 0.19%; Arcadium Lithium PLC 0.17% to 0.11%; PBF Energy Inc 0.2% to 0.13%. New: Sunrun Inc (0.17%), ICU Medical Inc (0.13%), Clearwater Analytics Holdings Inc (0.13%), Transocean Ltd (0.13%), SITE Centers Corp (0.11%), Tandem Diabetes Care Inc (0.11%). Gone: Super Micro Computer Inc (1.54%), MicroStrategy Inc (0.87%), Comfort Systems USA Inc (0.45%), Onto Innovation Inc (0.41%), Carvana Co (0.4%), elf Beauty Inc (0.39%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Oct 2024 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2024-05-31 -- 27 added, 48 dropped, turnover 8.1%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,970 positions became 1,949: 27 added (0.12% of the fund), 48 dropped (1.4%). Turnover proxy 8.1%. Largest increases: MicroStrategy Inc 0.49% to 0.87%; Insmed Inc 0.15% to 0.3%; Carvana Co 0.28% to 0.4%; FTAI Aviation Ltd 0.22% to 0.32%; Carpenter Technology Corp 0.12% to 0.21%; Permian Resources Corp 0.24% to 0.32%. Largest decreases: Simpson Manufacturing Co Inc 0.35% to 0.27%; Cytokinetics Inc 0.26% to 0.2%; Iovance Biotherapeutics Inc 0.14% to 0.08%; Rapid7 Inc 0.14% to 0.08%; Sprout Social Inc 0.11% to 0.06%; Evolent Health Inc 0.14% to 0.09%. New: Chimera Investment Corp (0.03%), Agenus Inc (0.01%), Hamilton Insurance Group Ltd (0.01%), Community West Bancshares (0.01%), Lexeo Therapeutics Inc (0.01%), Inhibrx Biosciences Inc (0.01%). Gone: American Equity Investment Life Holding Co (0.17%), MDC Holdings Inc (0.15%), Cymabay Therapeutics Inc (0.14%), Masonite International Corp (0.11%), Physicians Realty Trust (0.1%), PGT Innovations Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jul 2024 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2024-02-29 -- 13 added, 24 dropped, turnover 8.6%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,981 positions became 1,970: 13 added (0.27% of the fund), 24 dropped (0.8%). Turnover proxy 8.6%. Largest increases: Super Micro Computer Inc 0.56% to 1.56%; MicroStrategy Inc 0.24% to 0.49%; Viking Therapeutics Inc 0.05% to 0.29%; NEXTracker Inc 0.09% to 0.27%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.25% to 0.43%; elf Beauty Inc 0.28% to 0.44%. Largest decreases: Rambus Inc 0.33% to 0.25%; Bloom Energy Corp 0.12% to 0.07%; CONSOL Energy Inc 0.16% to 0.1%; Qualys Inc 0.3% to 0.25%; Veradigm Inc 0.05% to 0%; Murphy Oil Corp 0.28% to 0.23%. New: Arcadium Lithium PLC (0.22%), Worthington Steel Inc (0.04%), Sorrento Therapeutics Inc (0%), American Healthcare REIT Inc (0%), CG oncology Inc (0%), BrightSpring Health Services Inc (0%). Gone: ImmunoGen Inc (0.31%), Livent Corp (0.11%), Point Biopharma Global Inc (0.05%), EngageSmart Inc (0.05%), Rover Group Inc (0.04%), RPT Realty (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Apr 2024 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2023-11-30 -- 14 added, 35 dropped, turnover 7.9%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,002 positions became 1,981: 14 added (0.09% of the fund), 35 dropped (1.71%). Turnover proxy 7.9%. Largest increases: ImmunoGen Inc 0.16% to 0.31%; Duolingo Inc 0.18% to 0.27%; BellRing Brands Inc 0.23% to 0.31%; MicroStrategy Inc 0.16% to 0.24%; Rambus Inc 0.26% to 0.33%; Light &amp;amp; Wonder Inc 0.29% to 0.36%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.42% to 0.25%; Axcelis Technologies Inc 0.26% to 0.18%; Fox Factory Holding Corp 0.2% to 0.12%; Chart Industries Inc 0.32% to 0.25%; Carvana Co 0.2% to 0.13%; Ventyx Biosciences Inc 0.07% to 0%. New: ARMOUR Residential REIT Inc (0.04%), N/A (0.01%), Atlas Energy Solutions Inc (0.01%), ACELYRIN Inc (0.01%), Fidelis Insurance Holdings Ltd (0.01%), Skillsoft Corp (0%). Gone: Reata Pharmaceuticals Inc (0.2%), Denbury Inc (0.19%), Triton International Ltd (0.19%), Hostess Brands Inc (0.16%), Focus Financial Partners Inc (0.13%), Veritiv Corp (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jan 2024 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2023-08-31 -- 306 added, 222 dropped, turnover 13.9%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,918 positions became 2,002: 306 added (5.21% of the fund), 222 dropped (8.54%). Turnover proxy 13.9%. Largest increases: Chart Industries Inc 0.21% to 0.32%; Noble Corp PLC 0.14% to 0.24%; Reata Pharmaceuticals Inc 0.11% to 0.2%; Weatherford International PLC 0.18% to 0.26%; Matador Resources Co 0.22% to 0.3%; Bridgebio Pharma Inc 0.06% to 0.14%. Largest decreases: TG Therapeutics Inc 0.16% to 0.06%; Sage Therapeutics Inc 0.12% to 0.04%; Lantheus Holdings Inc 0.26% to 0.19%; FibroGen Inc 0.07% to 0%; Madrigal Pharmaceuticals Inc 0.16% to 0.1%; Merit Medical Systems Inc 0.21% to 0.15%. New: Carvana Co (0.2%), Guardant Health Inc (0.18%), FTAI Aviation Ltd (0.15%), Freshworks Inc (0.15%), Inmode Ltd (0.13%), Knife River Corp (0.11%). Gone: Shockwave Medical Inc (0.44%), Inspire Medical Systems Inc (0.37%), Apellis Pharmaceuticals Inc (0.36%), EMCOR Group Inc (0.35%), Saia Inc (0.34%), Iridium Communications Inc (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Oct 2023 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2023-05-31 -- 23 added, 44 dropped, turnover 9.4%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,939 positions became 1,918: 23 added (0.17% of the fund), 44 dropped (1.42%). Turnover proxy 9.4%. Largest increases: Super Micro Computer Inc 0.19% to 0.47%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.14% to 0.42%; Shockwave Medical Inc 0.28% to 0.44%; Prometheus Biosciences Inc 0.17% to 0.31%; IVERIC bio Inc 0.11% to 0.23%; ImmunoGen Inc 0.03% to 0.15%. Largest decreases: Glacier Bancorp Inc 0.22% to 0.14%; Halozyme Therapeutics Inc 0.26% to 0.19%; Valley National Bancorp 0.2% to 0.14%; ServisFirst Bancshares Inc 0.15% to 0.09%; Independent Bank Corp 0.15% to 0.09%; CVB Financial Corp 0.13% to 0.07%. New: Safehold Inc (0.05%), Madison Square Garden Entertainment Corp (0.04%), New York Mortgage Trust Inc (0.04%), Star Holdings (0.01%), Ouster Inc (0.01%), ContextLogic Inc (0.01%). Gone: Evoqua Water Technologies Corp (0.23%), Altra Industrial Motion Corp (0.16%), Maxar Technologies Inc (0.16%), Atlas Air Worldwide Holdings Inc (0.12%), Columbia Banking System Inc (0.1%), Evo Payments Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Jul 2023 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2023-02-28 -- 9 added, 35 dropped, turnover 7.2%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,965 positions became 1,939: 9 added (0.23% of the fund), 35 dropped (1.25%). Turnover proxy 7.2%. Largest increases: Prometheus Biosciences Inc 0.05% to 0.17%; Madrigal Pharmaceuticals Inc 0.04% to 0.14%; Neogen Corp 0.07% to 0.16%; Maxar Technologies Inc 0.07% to 0.16%; Weatherford International PLC 0.13% to 0.19%; Axcelis Technologies Inc 0.11% to 0.17%. Largest decreases: Shockwave Medical Inc 0.37% to 0.28%; Chegg Inc 0.15% to 0.08%; SM Energy Co 0.21% to 0.15%; AMN Healthcare Services Inc 0.22% to 0.16%; Matador Resources Co 0.31% to 0.25%; Halozyme Therapeutics Inc 0.32% to 0.26%. New: Frontline PLC (0.1%), Sitio Royalties Corp (0.07%), Paysafe Ltd (0.02%), Sorrento Therapeutics Inc (0.02%), OmniAb Inc (0.01%), NEXTracker Inc (0%). Gone: LHC Group Inc (0.2%), South Jersey Industries Inc (0.17%), 1Life Healthcare Inc (0.13%), Flagstar Bancorp Inc (0.08%), Brigham Minerals Inc (0.08%), KnowBe4 Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Apr 2023 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2022-11-30 -- 15 added, 32 dropped, turnover 8.7%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,982 positions became 1,965: 15 added (0.45% of the fund), 32 dropped (1.68%). Turnover proxy 8.7%. Largest increases: Halozyme Therapeutics Inc 0.23% to 0.32%; ChampionX Corp 0.18% to 0.26%; Vaxcyte Inc 0.06% to 0.13%; IVERIC bio Inc 0.05% to 0.11%; Crocs Inc 0.18% to 0.25%; Inspire Medical Systems Inc 0.22% to 0.28%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.24% to 0.09%; Rogers Corp 0.19% to 0.08%; Omnicell Inc 0.19% to 0.09%; Silvergate Capital Corp 0.12% to 0.04%; Chart Industries Inc 0.29% to 0.21%; STAAR Surgical Co 0.19% to 0.11%. New: Noble Corp PLC (0.11%), Permian Resources Corp (0.09%), Stellar Bancorp Inc (0.06%), Two Harbors Investment Corp (0.06%), Adeia Inc (0.05%), Biohaven Ltd (0.02%). Gone: Biohaven Pharmaceutical Holding Co Ltd (0.38%), Global Blood Therapeutics Inc (0.17%), ChemoCentryx Inc (0.13%), ManTech International Corp/VA (0.12%), Covetrus Inc (0.09%), Ping Identity Holding Corp (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Jan 2023 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2022-08-31 -- 309 added, 348 dropped, turnover 16.2%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,021 positions became 1,982: 309 added (7.67% of the fund), 348 dropped (10.09%). Turnover proxy 16.2%. Largest increases: Karuna Therapeutics Inc 0.09% to 0.31%; Shockwave Medical Inc 0.23% to 0.44%; Chord Energy Corp 0.13% to 0.25%; Global Blood Therapeutics Inc 0.06% to 0.17%; Apellis Pharmaceuticals Inc 0.13% to 0.23%; 1Life Healthcare Inc 0.04% to 0.13%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.39% to 0.24%; SiTime Corp 0.14% to 0.07%; Plantronics Inc 0.07% to 0%; Helen of Troy Ltd 0.18% to 0.12%; Synaptics Inc 0.24% to 0.19%; Atkore Inc 0.2% to 0.15%. New: Marqeta Inc (0.14%), Valaris Ltd (0.13%), Foot Locker Inc (0.13%), R1 RCM Inc (0.12%), Shoals Technologies Group Inc (0.12%), Alpha Metallurgical Resources Inc (0.12%). Gone: Ovintiv Inc (0.6%), Antero Resources Corp (0.5%), Chesapeake Energy Corp (0.42%), Southwestern Energy Co (0.38%), Range Resources Corp (0.33%), BJ&apos;s Wholesale Club Holdings Inc (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Oct 2022 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2022-05-31 -- 17 added, 68 dropped, turnover 9.2%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,072 positions became 2,021: 17 added (0.21% of the fund), 68 dropped (1.64%). Turnover proxy 9.2%. Largest increases: Antero Resources Corp 0.24% to 0.5%; Southwestern Energy Co 0.19% to 0.38%; Ovintiv Inc 0.44% to 0.6%; Phillips Edison &amp;amp; Co Inc 0.02% to 0.16%; Range Resources Corp 0.2% to 0.33%; Chesapeake Energy Corp 0.3% to 0.42%. Largest decreases: Intellia Therapeutics Inc 0.25% to 0.13%; Synaptics Inc 0.33% to 0.24%; Asana Inc 0.14% to 0.07%; Beam Therapeutics Inc 0.15% to 0.07%; Cargurus Inc 0.17% to 0.1%; Digital Turbine Inc 0.16% to 0.09%. New: BellRing Brands Inc (0.12%), MFA Financial Inc (0.06%), Credo Technology Group Holding Ltd (0.01%), Excelerate Energy Inc (0%), Chicago Atlantic Real Estate Finance Inc (0%), ProFrac Holding Corp (0%). Gone: Arena Pharmaceuticals Inc (0.22%), Mimecast Ltd (0.18%), Investors Bancorp Inc (0.14%), SPX FLOW Inc (0.13%), Houghton Mifflin Harcourt Co (0.1%), Bottomline Technologies DE Inc (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Aug 2022 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2022-02-28 -- 19 added, 35 dropped, turnover 9.8%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,088 positions became 2,072: 19 added (0.21% of the fund), 35 dropped (1.19%). Turnover proxy 9.8%. Largest increases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.11% to 0.44%; Ovintiv Inc 0.31% to 0.44%; Performance Food Group Co 0.21% to 0.31%; Arena Pharmaceuticals Inc 0.12% to 0.22%; Old National Bancorp/IN 0.1% to 0.2%; Chesapeake Energy Corp 0.22% to 0.3%. Largest decreases: AMC Entertainment Holdings Inc 0.6% to 0.36%; Avis Budget Group Inc 0.46% to 0.28%; Crocs Inc 0.35% to 0.18%; Asana Inc 0.27% to 0.14%; Bridgebio Pharma Inc 0.15% to 0.03%; Kodiak Sciences Inc 0.11% to 0.01%. New: FirstCash Holdings Inc (0.11%), Life Time Group Holdings Inc (0.02%), Vector Group Ltd (0.02%), Crescent Energy Inc (0.02%), Enact Holdings Inc (0.01%), DICE Therapeutics Inc (0.01%). Gone: CIT Group Inc (0.17%), Dicerna Pharmaceuticals Inc (0.09%), FirstCash Inc (0.09%), Meredith Corp (0.08%), Magellan Health Inc (0.08%), First Midwest Bancorp Inc/IL (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Apr 2022 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2021-11-30 -- 75 added, 56 dropped, turnover 9.9%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,069 positions became 2,088: 75 added (0.65% of the fund), 56 dropped (2.22%). Turnover proxy 9.9%. Largest increases: Avis Budget Group Inc 0.16% to 0.46%; DigitalOcean Holdings Inc 0.03% to 0.17%; Synaptics Inc 0.22% to 0.34%; Ambarella Inc 0.12% to 0.22%; Kite Realty Group Trust 0.06% to 0.15%; Saia Inc 0.21% to 0.3%. Largest decreases: Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.46% to 0.11%; Macquarie Infrastructure Holdings LLC 0.1% to 0%; Intellia Therapeutics Inc 0.36% to 0.27%; STAAR Surgical Co 0.24% to 0.16%; Invitae Corp 0.2% to 0.12%; LHC Group Inc 0.19% to 0.12%. New: Cadence Bank (0.19%), ZURN WATER SOLUTIONS CORP (0.15%), Civitas Resources Inc (0.09%), Trinseo PLC (0.06%), Consensus Cloud Solutions Inc (0.03%), 2seventy bio Inc (0.02%). Gone: Rexnord Corp (0.24%), Stamps.com Inc (0.2%), QTS Realty Trust Inc (0.18%), Cloudera Inc (0.12%), Cornerstone OnDemand Inc (0.12%), Inovalon Holdings Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Jan 2022 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2021-08-31 -- 327 added, 370 dropped, turnover 17.4%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,112 positions became 2,069: 327 added (8.23% of the fund), 370 dropped (11.2%). Turnover proxy 17.4%. Largest increases: AMC Entertainment Holdings Inc 0.34% to 0.64%; Intellia Therapeutics Inc 0.14% to 0.36%; Sprout Social Inc 0.07% to 0.18%; Broadstone Net Lease Inc 0.03% to 0.13%; Biohaven Pharmaceutical Holding Co Ltd 0.14% to 0.24%; Scientific Games Corp 0.14% to 0.23%. Largest decreases: N/A 0.63% to 0%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.54% to 0.46%; HealthEquity Inc 0.23% to 0.18%; Hecla Mining Co 0.16% to 0.11%; South State Corp 0.21% to 0.16%; Selectquote Inc 0.09% to 0.04%. New: Asana Inc (0.19%), Chesapeake Energy Corp (0.18%), Alkermes PLC (0.17%), Kulicke &amp;amp; Soffa Industries Inc (0.14%), Marathon Digital Holdings Inc (0.13%), Open Lending Corp (0.13%). Gone: Caesars Entertainment Inc (0.67%), Penn National Gaming Inc (0.44%), GameStop Corp (0.44%), Plug Power Inc (0.44%), Darling Ingredients Inc (0.38%), Lithia Motors Inc (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Oct 2021 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2021-05-31 -- 79 added, 53 dropped, turnover 9.1%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,086 positions became 2,112: 79 added (0.26% of the fund), 53 dropped (1.23%). Turnover proxy 9.1%. Largest increases: N/A 0.08% to 0.63%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.05% to 0.54%; AMC Entertainment Holdings Inc 0.02% to 0.34%; GameStop Corp 0.21% to 0.44%; Cleveland-Cliffs Inc 0.22% to 0.31%; Alcoa Corp 0.17% to 0.26%. Largest decreases: Plug Power Inc 0.7% to 0.44%; Penn National Gaming Inc 0.65% to 0.44%; Novavax Inc 0.52% to 0.31%; Appian Corp 0.22% to 0.11%; ChemoCentryx Inc 0.12% to 0.02%; Ultragenyx Pharmaceutical Inc 0.32% to 0.22%. New: SiriusPoint Ltd (0.03%), Broadstone Net Lease Inc (0.03%), TrustCo Bank Corp NY (0.03%), ImmunityBio Inc (0.02%), Entercom Communications Corp (0.02%), NEOGAMES SA (0.01%). Gone: Acacia Communications Inc (0.16%), Perspecta Inc (0.15%), HMS Holdings Corp (0.12%), NIC Inc (0.08%), Cubic Corp (0.08%), Glu Mobile Inc (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 30 Jul 2021 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2021-02-28 -- 53 added, 37 dropped, turnover 9.1%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,070 positions became 2,086: 53 added (0.59% of the fund), 37 dropped (1.17%). Turnover proxy 9.1%. Largest increases: Plug Power Inc 0.44% to 0.7%; Penn National Gaming Inc 0.47% to 0.65%; GameStop Corp 0.04% to 0.21%; Novavax Inc 0.38% to 0.52%; Builders FirstSource Inc 0.19% to 0.32%; Caesars Entertainment Inc 0.5% to 0.61%. Largest decreases: N/A 0.22% to 0.08%; Amicus Therapeutics Inc 0.26% to 0.11%; iRhythm Technologies Inc 0.3% to 0.17%; Mirati Therapeutics Inc 0.43% to 0.31%; Kinsale Capital Group Inc 0.22% to 0.13%; Invitae Corp 0.25% to 0.17%. New: PROG Holdings Inc (0.12%), Eastern Bankshares Inc (0.1%), Cognyte Software Ltd (0.07%), ModivCare Inc (0.06%), Dime Community Bancshares Inc (0.04%), Stride Inc (0.04%). Gone: Aaron&apos;s Holdings Co Inc (0.19%), BMC Stock Holdings Inc (0.15%), National General Holdings Corp (0.1%), BioTelemetry Inc (0.08%), Fitbit Inc (0.08%), Providence Service Corp/The (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Apr 2021 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2020-11-30 -- 66 added, 46 dropped, turnover 9.8%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,050 positions became 2,070: 66 added (0.75% of the fund), 46 dropped (2.06%). Turnover proxy 9.8%. Largest increases: Plug Power Inc 0.24% to 0.44%; Caesars Entertainment Inc 0.32% to 0.5%; Mirati Therapeutics Inc 0.29% to 0.43%; Kodiak Sciences Inc 0.08% to 0.19%; Appian Corp 0.1% to 0.22%; Penn National Gaming Inc 0.36% to 0.47%. Largest decreases: N/A 0.34% to 0.22%; Emergent BioSolutions Inc 0.26% to 0.16%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.22% to 0.13%; Wingstop Inc 0.25% to 0.17%; Stamps.com Inc 0.21% to 0.14%; BJ&apos;s Wholesale Club Holdings Inc 0.32% to 0.25%. New: CMC Materials Inc (0.2%), Aaron&apos;s Holdings Co Inc (0.19%), Travere Therapeutics Inc (0.05%), Bally&apos;s Corp (0.03%), Forma Therapeutics Holdings Inc (0.03%), Glatfelter Corp (0.03%). Gone: Momenta Pharmaceuticals Inc (0.32%), MyoKardia Inc (0.28%), Cabot Microelectronics Corp (0.23%), Wright Medical Group NV (0.2%), Aaron&apos;s Inc (0.2%), Principia Biopharma Inc (0.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Jan 2021 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2020-08-31 -- 283 added, 220 dropped, turnover 18.3%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>1,987 positions became 2,050: 283 added (6.99% of the fund), 220 dropped (12.9%). Turnover proxy 18.3%. Largest increases: Novavax Inc 0.08% to 0.33%; Sunrun Inc 0.11% to 0.34%; N/A 0.16% to 0.34%; Plug Power Inc 0.07% to 0.24%; Overstock.com Inc 0.04% to 0.18%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.08% to 0.22%. Largest decreases: Strategic Education Inc 0.21% to 0.12%; eHealth Inc 0.17% to 0.08%; Portland General Electric Co 0.24% to 0.18%; Southwest Gas Holdings Inc 0.23% to 0.18%; Spire Inc 0.21% to 0.15%; ONE Gas Inc 0.25% to 0.2%. New: Caesars Entertainment Inc (0.32%), Brookfield Renewable Corp (0.18%), Ovintiv Inc (0.15%), WillScot Mobile Mini Holdings Corp (0.15%), Mimecast Ltd (0.14%), Alcoa Corp (0.14%). Gone: Teladoc Health Inc (0.71%), Chegg Inc (0.41%), Trex Co Inc (0.4%), Repligen Corp (0.39%), Immunomedics Inc (0.39%), Generac Holdings Inc (0.39%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Oct 2020 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2020-05-31 -- 28 added, 41 dropped, turnover 11.2%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,000 positions became 1,987: 28 added (0.38% of the fund), 41 dropped (1.1%). Turnover proxy 11.2%. Largest increases: Immunomedics Inc 0.15% to 0.39%; Teladoc Health Inc 0.49% to 0.71%; Quidel Corp 0.15% to 0.36%; Chegg Inc 0.25% to 0.41%; Livongo Health Inc 0.02% to 0.18%; Repligen Corp 0.24% to 0.39%. Largest decreases: Invesco Mortgage Capital Inc 0.14% to 0.03%; Brink&apos;s Co/The 0.21% to 0.11%; Ryman Hospitality Properties Inc 0.17% to 0.09%; Blackstone Mortgage Trust Inc 0.25% to 0.17%; Redwood Trust Inc 0.1% to 0.03%; AMN Healthcare Services Inc 0.18% to 0.12%. New: UFP Industries Inc (0.15%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.08%), United States Cash Management Bill (0.03%), Arch Resources Inc (0.03%), Nabors Industries Ltd (0.01%), Sprout Social Inc (0.01%). Gone: Universal Forest Products Inc. (0.15%), Pattern Energy Group Inc. (0.13%), Instructure Inc. (0.09%), Aircastle Ltd. (0.09%), Ra Pharmaceuticals Inc. (0.09%), Forty Seven Inc. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 Jul 2020 12:00:00 GMT</pubDate></item><item><title>VTWO: filing for 2020-02-29 -- 32 added, 49 dropped, turnover 8.6%</title><link>https://themulden.com/funds/vtwo/</link><guid isPermaLink="true">https://themulden.com/funds/vtwo/</guid><description>2,017 positions became 2,000: 32 added (0.48% of the fund), 49 dropped (2.27%). Turnover proxy 8.6%. Largest increases: Teladoc Health Inc. 0.29% to 0.49%; Enphase Energy Inc. 0.1% to 0.24%; Acceleron Pharma Inc. 0.11% to 0.21%; Iovance Biotherapeutics Inc. 0.13% to 0.21%; Momenta Pharmaceuticals Inc. 0.08% to 0.15%; Ultragenyx Pharmaceutical Inc. 0.1% to 0.17%. Largest decreases: N/A 0.54% to 0.07%; Arrowhead Pharmaceuticals Inc. 0.33% to 0.18%; Ingevity Corp. 0.18% to 0.1%; Portola Pharmaceuticals Inc. 0.1% to 0.04%; Aaron&apos;s Inc. 0.19% to 0.14%; Novocure Ltd. 0.39% to 0.34%. New: Cimpress plc (0.13%), Diversified Healthcare Trust (0.08%), Enerpac Tool Group Corp. (0.06%), Perdoceo Education Corp. (0.06%), Option Care Health Inc. (0.02%), Phathom Pharmaceuticals Inc. (0.02%). Gone: Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.52%), Medicines Co. (0.31%), Spark Therapeutics Inc. (0.18%), Cimpress NV (0.13%), Cambrex Corp. (0.1%), Senior Housing Properties Trust (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Apr 2020 12:00:00 GMT</pubDate></item></channel></rss>