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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.9M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$17.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.95M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.77M |
| 2 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
-$2.01M |
| 3 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$1.55M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.11M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$1.01M |
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.