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Vanguard Russell 2000 Growth ETF
VTWG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
60
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$45.9M
2
WHG
Westwood Holdings Group
Texas
$62.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$20.6M
4
Bank of America
Bank of America
North Carolina
$54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.74M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$10.4M
2
CAM
Crestone Asset Management
Colorado
$30.3M
3
1WM
1900 Wealth Management
Texas
$1.01M
4
Stifel Financial
Stifel Financial
Missouri
$769K
5
VCM
Virtue Capital Management
Tennessee
$8.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
VW
76
Vance Wealth
California
$406K -$40.7K -222 -9%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$404K +$94.7K +516 +31%
HCC
78
Hirtle Callaghan & Co
Pennsylvania
$385K +$385K +2,100 New
FA
79
FF Advisors
California
$379K +$379K +2,065 New
MWM
80
Modera Wealth Management
New Jersey
$367K +$918 +5 +0.3%
OGC
81
Oak Grove Capital
New Hampshire
$367K – – –
CIA
82
Compass Ion Advisors
Pennsylvania
$328K -$55.1K -300 -14%
MGIA
83
Moneta Group Investment Advisors
Missouri
$319K +$184 +1 +0.1%
KWAG
84
Kiely Wealth Advisory Group
North Carolina
$317K +$317K +1,755 New
KCIC
85
Kuhn & Co Investment Counsel
Illinois
$308K +$308K +1,681 New
PAS
86
Professional Advisory Services
Florida
$307K – – –
SQA
87
Simon Quick Advisors
New Jersey
$283K +$283K +1,542 New
Bank of New York Mellon
88
Bank of New York Mellon
New York
$265K -$4.59K -25 -2%
AWM
89
AE Wealth Management
Kansas
$263K +$3.6K +20 +1%
HP
90
Hyperion Partners
Pennsylvania
$259K +$551 +3 +0.2%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$252K -$11.6K -63 -4%
AAS
92
Avantax Advisory Services
Texas
$251K +$251K +1,365 New
HNWAG
93
High Net Worth Advisory Group
Florida
$239K – – –
SPI
94
Sutton Place Investors
New York
$239K – – –
SFG
95
Sterling Financial Group
California
$234K – – –
VR
96
Valued Retirements
Texas
$229K +$229K +1,247 New
Lido Advisors
97
Lido Advisors
California
$227K +$734 +4 +0.3%
CWM
98
Cornerstone Wealth Management
Missouri
$226K +$226K +1,232 New
ITIM
99
Indiana Trust & Investment Management
Indiana
$222K – – –
NA
100
NewEdge Advisors
Louisiana
$216K +$207K +1,150 +2,300%
2 3
4
5 6