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Vanguard Russell 2000 Growth ETF

120 hedge funds and large institutions have $378M invested in Vanguard Russell 2000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $317M → $378M (+$60.6M)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2.09% more ownership

Funds ownership: 46.09%48.18% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 121120 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
44
Reduced
38
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.6M +$7K +42 +0.3%
DDPIC
27
Deroy & Devereaux Private Investment Counsel
Michigan
$2.5M -$25K -150 -1%
GIA
28
Gladstone Institutional Advisory
Florida
$2.45M +$215K +1,289 +10%
RRC
29
Relaxing Retirement Coach
Massachusetts
$2.35M -$21.2K -127 -0.9%
AFG
30
Allegheny Financial Group
Pennsylvania
$2.34M -$266K -1,594 -11%
1WM
31
1900 Wealth Management
Texas
$2.34M +$1.52M +9,113 +220%
RJA
32
Raymond James & Associates
Florida
$2.13M +$219K +1,313 +12%
Stifel Financial
33
Stifel Financial
Missouri
$2.02M +$124K +744 +7%
IWA
34
IVC Wealth Advisors
Pennsylvania
$2.01M +$182K +1,089 +11%
ZCM
35
Ziegler Capital Management
Illinois
$1.79M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.76M +$8.51K +51 +0.5%
BFA
37
Bragg Financial Advisors
North Carolina
$1.71M -$40.2K -241 -2%
PFBT
38
Parkside Financial Bank & Trust
Missouri
$1.54M +$3K +18 +0.2%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$1.54M +$57.2K +343 +4%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$1.5M -$207K -1,244 -13%
EH
41
Equitable Holdings
New York
$1.43M
CB
42
Commerce Bank
Missouri
$1.43M -$56.7K -340 -4%
Goldman Sachs
43
Goldman Sachs
New York
$1.42M +$23.3K +140 +2%
CAN
44
Cetera Advisor Networks
California
$1.32M +$131K +788 +12%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.28M +$9.34K +56 +0.8%
GFWA
46
Grey Fox Wealth Advisors
Delaware
$1.27M -$36.7K -220 -3%
OAM
47
Oppenheimer Asset Management
New York
$1.16M +$42.2K +253 +4%
Brown Advisory
48
Brown Advisory
Maryland
$1.03M
Creative Planning
49
Creative Planning
Kansas
$1.02M -$469K -2,813 -33%
MG
50
Mather Group
Illinois
$974K -$82.9K -497 -8%

VTWG Hedge Fund Activity: Q2 2023 in Review

120 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q2 2023, worth a combined $378M — up 19% from $317M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VTWG and 4 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $42.8M. The largest seller was Sterling Financial Group, cutting an estimated $3.73M.

  • 120 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q2 2023, down from 121 in Q1 2023.
  • Funds reported $378M of Vanguard Russell 2000 Growth ETF stock for Q2 2023, up 19% quarter-over-quarter.
  • 4 funds opened new Vanguard Russell 2000 Growth ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q2 2023 was Morgan Stanley, an estimated $42.8M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q2 2023 was Sterling Financial Group, an estimated $3.73M sold.

Based on aggregated 13F filings for Q2 2023.