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Vanguard Russell 2000 Growth ETF
VTWG

142 hedge funds and large institutions have $450M invested in Vanguard Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

82% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 33

32% more capital invested

Capital invested by funds: $342M → $450M (+$108M)

8% more funds holding

Funds holding: 132 → 142 (+10)

3.76% more ownership

Funds ownership: 49.23% → 52.98% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
60
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$23.9M
2
WHG
Westwood Holdings Group
Texas
+$17.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$7.95M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.77M
2
CAM
Crestone Asset Management
Colorado
-$2.01M
3
1WM
1900 Wealth Management
Texas
-$1.55M
4
Stifel Financial
Stifel Financial
Missouri
-$1.11M
5
VCM
Virtue Capital Management
Tennessee
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Allegheny Financial Group
Pennsylvania
$2.86M +$162K +990 +7%
DDPIC
27
Deroy & Devereaux Private Investment Counsel
Michigan
$2.8M +$184K +1,120 +8%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.72M +$164K +998 +7%
Truist Financial
29
Truist Financial
North Carolina
$2.69M -$32.1K -196 -1%
RWP
30
RWA Wealth Partners
Massachusetts
$2.49M +$2.23M +13,572 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$2.45M -$820 -5 -0%
RJA
32
Raymond James & Associates
Florida
$2.38M +$25.3K +154 +1%
IWA
33
IVC Wealth Advisors
Pennsylvania
$2.37M +$196K +1,198 +10%
SC
34
Savant Capital
Illinois
$2.33M -$5.41K -33 -0.3%
GIA
35
Gladstone Institutional Advisory
Florida
$2.14M -$412K -2,513 -18%
CAN
36
Cetera Advisor Networks
California
$1.99M +$335K +2,043 +23%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.94M +$189K +1,153 +12%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.89M +$1.63M +9,909 +2,715%
ZCM
39
Ziegler Capital Management
Illinois
$1.86M – – –
BFA
40
Bragg Financial Advisors
North Carolina
$1.66M -$85.9K -524 -5%
EH
41
Equitable Holdings
New York
$1.61M +$137K +834 +10%
CB
42
Commerce Bank
Missouri
$1.55M +$21.3K +130 +2%
Brown Advisory
43
Brown Advisory
Maryland
$1.52M +$414K +2,524 +44%
AF
44
Advisornet Financial
Minnesota
$1.51M +$801K +4,885 +146%
Goldman Sachs
45
Goldman Sachs
New York
$1.48M – – –
Creative Planning
46
Creative Planning
Kansas
$1.46M +$279K +1,701 +27%
OAM
47
Oppenheimer Asset Management
New York
$1.35M +$148K +902 +14%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.21M -$109K -667 -9%
1WM
49
1900 Wealth Management
Texas
$1.01M -$1.55M -9,468 -63%
FFP
50
FourThought Financial Partners
Florida
$922K +$34.9K +213 +4%
1
2
3 4 5

VTWG Hedge Fund Activity: Q4 2023 in Review

142 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q4 2023, worth a combined $450M — up 32% from $342M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTWG positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Osaic Holdings, cutting an estimated $6.77M.

  • 142 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q4 2023, up from 132 in Q3 2023.
  • Funds reported $450M of Vanguard Russell 2000 Growth ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 24 funds opened new Vanguard Russell 2000 Growth ETF positions in Q4 2023 and 11 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.9M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q4 2023 was Osaic Holdings, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2023.