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Vanguard Russell 2000 Growth ETF
VTWG

132 hedge funds and large institutions have $342M invested in Vanguard Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

10% more funds holding

Funds holding: 120 → 132 (+12)

1.04% more ownership

Funds ownership: 48.18% → 49.23% (+1%)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

10% less capital invested

Capital invested by funds: $378M → $342M (-$36.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$15.5M
2
CWM
Congress Wealth Management
Massachusetts
+$9.74M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.49M
4
Bank of America
Bank of America
North Carolina
+$2.72M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$40.8M
2
LPL Financial
LPL Financial
California
-$4.03M
3
MFS
Madrona Financial Services
Washington
-$1.99M
4
CAM
Crestone Asset Management
Colorado
-$1.75M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
VW
76
Vance Wealth
California
$397K -$20.7K -119 -5%
RMA
77
Roffman Miller Associates
Pennsylvania
$362K -$23.9K -137 -6%
CIA
78
Compass Ion Advisors
Pennsylvania
$341K +$364K +2,088 New
Citadel Advisors
79
Citadel Advisors
Florida
$328K -$539K -3,094 -61%
OGC
80
Oak Grove Capital
New Hampshire
$326K -$104K -600 -23%
MWM
81
Modera Wealth Management
New Jersey
$325K +$871 +5 +0.3%
MGIA
82
Moneta Group Investment Advisors
Missouri
$283K +$15.2K +87 +5%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$275K +$21.9K +126 +8%
PAS
84
Professional Advisory Services
Florida
$273K – – –
TFS
85
Thoroughbred Financial Services
Tennessee
$267K +$286K +1,641 New
PAG
86
Private Advisor Group
New Jersey
$265K +$283K +1,625 New
Bank of New York Mellon
87
Bank of New York Mellon
New York
$239K -$22.6K -130 -8%
AWM
88
AE Wealth Management
Kansas
$235K +$251K +1,441 New
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$234K +$250K +1,434 New
HP
90
Hyperion Partners
Pennsylvania
$230K +$522 +3 +0.2%
HNWAG
91
High Net Worth Advisory Group
Florida
$212K – – –
SPI
92
Sutton Place Investors
New York
$212K +$226K +1,300 New
SFG
93
Sterling Financial Group
California
$208K – – –
Lido Advisors
94
Lido Advisors
California
$201K +$522 +3 +0.2%
ITIM
95
Indiana Trust & Investment Management
Indiana
$197K +$210K +1,208 New
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$180K +$144K +825 +296%
Franklin Resources
97
Franklin Resources
California
$152K +$162K +930 New
First Manhattan
98
First Manhattan
New York
$148K +$10.4K +60 +7%
JPWM
99
Jamison Private Wealth Management
Georgia
$136K +$145K +831 New
CSB
100
City State Bank
Iowa
$114K – – –
2 3
4
5 6

VTWG Hedge Fund Activity: Q3 2023 in Review

132 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q3 2023, worth a combined $342M — down 9.6% from $378M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTWG positions and 5 closed out — a net gain of 14 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $40.8M.

  • 132 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q3 2023, up from 120 in Q2 2023.
  • Funds reported $342M of Vanguard Russell 2000 Growth ETF stock for Q3 2023, down 9.6% quarter-over-quarter.
  • 19 funds opened new Vanguard Russell 2000 Growth ETF positions in Q3 2023 and 5 closed out, a net change of +14 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q3 2023 was Westwood Holdings Group, an estimated $15.5M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q3 2023 was Morgan Stanley, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2023.