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Vanguard Russell 2000 Growth ETF

144 hedge funds and large institutions have $452M invested in Vanguard Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

0.31% more ownership

Funds ownership: 49.92%50.23% (+0.31%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less capital invested

Capital invested by funds: $466M → $452M (-$13.3M)

3% less funds holding

Funds holding: 148144 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
48
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
MidWestOne Financial Group
Iowa
$527K +$39.1K +207 +8%
MML Investors Services
77
MML Investors Services
Massachusetts
$521K +$81.6K +432 +19%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$516K -$5.86K -31 -1%
FCAM
79
First Citizens Asset Management
North Carolina
$516K -$5.86K -31 -1%
HCC
80
Hirtle Callaghan & Co
Pennsylvania
$444K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$411K -$4.53K -24 -1%
RMA
82
Roffman Miller Associates
Pennsylvania
$409K
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$406K
VW
84
Vance Wealth
California
$396K -$3.59K -19 -0.9%
FA
85
FF Advisors
California
$395K
MWM
86
Modera Wealth Management
New Jersey
$383K
HF
87
HRT Financial
New York
$373K +$369K +1,955 New
CIA
88
Compass Ion Advisors
Pennsylvania
$352K
KCIC
89
Kuhn & Co Investment Counsel
Illinois
$322K
PAS
90
Professional Advisory Services
Florida
$320K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$318K +$5.67K +30 +2%
EFG
92
Embree Financial Group
Illinois
$294K
Bank of New York Mellon
93
Bank of New York Mellon
New York
$286K +$10.8K +57 +4%
KWAG
94
Kiely Wealth Advisory Group
North Carolina
$286K
CWM
95
Cornerstone Wealth Management
Missouri
$278K +$19.1K +101 +7%
HP
96
Hyperion Partners
Pennsylvania
$270K
IFWM
97
Institute for Wealth Management
Colorado
$265K +$262K +1,388 New
VR
98
Valued Retirements
Texas
$249K +$10.8K +57 +5%
SPI
99
Sutton Place Investors
New York
$248K
Lido Advisors
100
Lido Advisors
California
$246K +$9.45K +50 +4%

VTWG Hedge Fund Activity: Q2 2024 in Review

144 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q2 2024, worth a combined $452M — down 2.9% from $466M a quarter earlier.

Fund positioning in VTWG was balanced in Q2 2024: 14 funds opened new positions, 14 closed out, 48 added to existing stakes and 34 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $31.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.4M.

  • 144 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q2 2024, down from 148 in Q1 2024.
  • Funds reported $452M of Vanguard Russell 2000 Growth ETF stock for Q2 2024, down 2.9% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 2000 Growth ETF positions in Q2 2024 and 14 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q2 2024 was Pathstone Holdings, an estimated $31.7M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2024.