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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
MWM
76
Modera Wealth Management
New Jersey
$351K
CA
77
Cetera Advisors
Colorado
$330K
PAS
78
Professional Advisory Services
Florida
$296K
MGIA
79
Moneta Group Investment Advisors
Missouri
$291K
Bank of New York Mellon
80
Bank of New York Mellon
New York
$282K -$212K -1,271 -44%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$275K -$3.84K -23 -1%
HP
82
Hyperion Partners
Pennsylvania
$248K +$334 +2 +0.1%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$241K +$564K +3,383 +13,532%
HNWAG
84
High Net Worth Advisory Group
Florida
$229K
SFG
85
Sterling Financial Group
California
$225K -$3.73M -22,389 -95%
Lido Advisors
86
Lido Advisors
California
$217K +$205K +1,228 New
NA
87
NewEdge Advisors
Louisiana
$212K +$192K +1,150 +2,300%
First Manhattan
88
First Manhattan
New York
$150K
OP
89
ORG Partners
Indiana
$135K +$128K +769 New
CSB
90
City State Bank
Iowa
$124K
TRCT
91
Tower Research Capital (TRC)
New York
$119K -$341K -2,047 -75%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$114K
William Blair & Company
93
William Blair & Company
Illinois
$114K
AF
94
Allworth Financial
California
$104K
ACA
95
Atlas Capital Advisors
Wyoming
$87.7K
IA
96
IFP Advisors
Florida
$86.2K
BC
97
Barrett & Company
Rhode Island
$85K +$167 +1 +0.2%
PIA
98
Powell Investment Advisors
Florida
$70.6K
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$62K -$12.5K -75 -18%
SS
100
Sunbelt Securities
Texas
$52.9K

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.