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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
RMA
76
Roffman Miller Associates
Pennsylvania
$389K +$832 +5 +0.2%
AF
77
Advisornet Financial
Minnesota
$382K -$333 -2 -0.1%
OC
78
Oppenheimer & Co
New York
$360K +$19.6K +118 +6%
MWM
79
Modera Wealth Management
New Jersey
$329K
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$321K +$19K +114 +6%
CA
81
Cetera Advisors
Colorado
$308K
PAS
82
Professional Advisory Services
Florida
$276K
MGIA
83
Moneta Group Investment Advisors
Missouri
$272K +$275K +1,651 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$261K -$47.7K -287 -15%
HP
85
Hyperion Partners
Pennsylvania
$232K +$499 +3 +0.2%
HNWAG
86
High Net Worth Advisory Group
Florida
$215K +$83.2K +500 +63%
First Manhattan
87
First Manhattan
New York
$140K
CSB
88
City State Bank
Iowa
$116K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$107K -$39.6K -238 -27%
William Blair & Company
90
William Blair & Company
Illinois
$107K +$42.4K +255 +65%
AF
91
Allworth Financial
California
$97K -$2.99K -18 -3%
ACA
92
Atlas Capital Advisors
Wyoming
$82K
BC
93
Barrett & Company
Rhode Island
$79.4K +$166 +1 +0.2%
IA
94
IFP Advisors
Florida
$72.6K -$1.77M -10,649 -96%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$70.4K -$7.48K -45 -10%
PIA
96
Powell Investment Advisors
Florida
$66K
JP Morgan Chase
97
JP Morgan Chase
New York
$61.5K +$9.15K +55 +18%
SS
98
Sunbelt Securities
Texas
$48.6K +$49.9K +300 New
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$46K
S
100
SignatureFD
Georgia
$45.7K

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.