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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
OAM
51
Oppenheimer Asset Management
New York
$1.04M -$23.6K -142 -2%
MG
52
Mather Group
Illinois
$993K -$369K -2,219 -27%
Brown Advisory
53
Brown Advisory
Maryland
$962K -$455K -2,733 -32%
WGCA
54
Wolf Group Capital Advisors
Virginia
$807K -$28.1K -169 -3%
SWP
55
Stratos Wealth Partners
Ohio
$735K -$46.6K -280 -6%
FCAM
56
First Citizens Asset Management
North Carolina
$705K -$19.6K -118 -3%
1WM
57
1900 Wealth Management
Texas
$662K +$35.8K +215 +5%
Prudential Financial
58
Prudential Financial
New Jersey
$651K +$665 +4 +0.1%
CWC
59
Carolinas Wealth Consulting
North Carolina
$635K +$34.8K +209 +6%
Citadel Advisors
60
Citadel Advisors
Florida
$618K +$192K +1,157 +45%
HA
61
HC Advisors
Georgia
$577K
FFP
62
FourThought Financial Partners
Florida
$574K +$3.66K +22 +0.6%
LFWA
63
LBJ Family Wealth Advisors
Texas
$559K +$12.3K +74 +2%
FIM
64
Freedom Investment Management
Connecticut
$535K -$16.1K -97 -3%
MML Investors Services
65
MML Investors Services
Massachusetts
$496K -$96.5K -580 -16%
FT
66
Fiduciary Trust
Massachusetts
$485K
CRC
67
Curi RMB Capital
Illinois
$484K +$488K +2,935 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$474K +$30.9K +186 +7%
CS
69
Comerica Securities
Michigan
$469K +$3.99K +24 +0.9%
CPIG
70
Chicago Partners Investment Group
Illinois
$462K +$832 +5 +0.2%
AWA
71
Amplius Wealth Advisors
Pennsylvania
$450K +$12.1K +73 +3%
TRCT
72
Tower Research Capital (TRC)
New York
$449K -$219K -1,317 -33%
VW
73
Vance Wealth
California
$419K -$23K -138 -5%
WS
74
Wedbush Securities
California
$405K
CG
75
Colony Group
Massachusetts
$405K +$832 +5 +0.2%

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.