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Vanguard Russell 2000 Growth ETF

121 hedge funds and large institutions have $317M invested in Vanguard Russell 2000 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $302M → $317M (+$15.2M)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.47% less ownership

Funds ownership: 47.56%46.09% (-1.5%)

5% less funds holding

Funds holding: 128121 (-7)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
44
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Madrona Financial Services
Washington
$2.8M -$239K -1,435 -8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.77M -$907K -5,454 -25%
AFG
28
Allegheny Financial Group
Pennsylvania
$2.45M +$19K +114 +0.8%
Truist Financial
29
Truist Financial
North Carolina
$2.43M -$23.9K -144 -1%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.42M +$334K +2,011 +16%
DDPIC
31
Deroy & Devereaux Private Investment Counsel
Michigan
$2.36M
RRC
32
Relaxing Retirement Coach
Massachusetts
$2.22M -$41.4K -249 -2%
GIA
33
Gladstone Institutional Advisory
Florida
$2.08M +$1.64M +9,865 +360%
RJA
34
Raymond James & Associates
Florida
$1.78M +$264K +1,587 +17%
Stifel Financial
35
Stifel Financial
Missouri
$1.77M +$1.78M +10,686 New
IWA
36
IVC Wealth Advisors
Pennsylvania
$1.7M +$76.7K +461 +5%
JE
37
JMAC Enterprises
Pennsylvania
$1.68M
ZCM
38
Ziegler Capital Management
Illinois
$1.67M
BFA
39
Bragg Financial Advisors
North Carolina
$1.64M -$26.6K -160 -2%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$1.6M -$433K -2,603 -21%
PFBT
41
Parkside Financial Bank & Trust
Missouri
$1.44M +$2K +12 +0.1%
Creative Planning
42
Creative Planning
Kansas
$1.42M +$316K +1,900 +28%
CB
43
Commerce Bank
Missouri
$1.39M +$9.15K +55 +0.7%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$1.38M -$5.99K -36 -0.4%
EH
45
Equitable Holdings
New York
$1.34M +$17.6K +106 +1%
Goldman Sachs
46
Goldman Sachs
New York
$1.3M -$1.08M -6,518 -45%
GFWA
47
Grey Fox Wealth Advisors
Delaware
$1.23M -$60.7K -365 -5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.19M -$281K -1,692 -19%
CAN
49
Cetera Advisor Networks
California
$1.11M -$60.5K -364 -5%
WPW
50
Waldron Private Wealth
Pennsylvania
$1.05M -$225K -1,352 -18%

VTWG Hedge Fund Activity: Q1 2023 in Review

121 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2023, worth a combined $317M — up 5% from $302M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VTWG and 8 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 44 added.

The largest buyer was Virtue Capital Management, adding an estimated $4.29M. The largest seller was G2 Capital Management, exiting entirely with an estimated $1.88M sold.

  • 121 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2023, down from 128 in Q4 2022.
  • Funds reported $317M of Vanguard Russell 2000 Growth ETF stock for Q1 2023, up 5% quarter-over-quarter.
  • 8 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2023 and 13 closed out, a net change of -5 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2023 was Virtue Capital Management, an estimated $4.29M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q1 2023 was G2 Capital Management, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2023.