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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
Bessemer Group
101
Bessemer Group
New Jersey
$45K
US Bancorp
102
US Bancorp
Minnesota
$41.3K
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$39.3K -$85.2K -512 -68%
CFO
104
CVA Family Office
Colorado
$17.8K +$18K +108 New
CWP
105
Concord Wealth Partners
Virginia
$17.2K -$998 -6 -5%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$16.8K -$333 -2 -2%
SPIA
107
Steward Partners Investment Advisory
New York
$9.57K
NA
108
NewEdge Advisors
Louisiana
$8.25K -$21.6K -130 -72%
EWM
109
Endurance Wealth Management
Rhode Island
$8K
HNB
110
Huntington National Bank
Ohio
$6.93K
CB
111
CNB Bank
Pennsylvania
$6.6K +$6.65K +40 New
WP
112
WealthPLAN Partners
Nebraska
$4.95K +$4.99K +30 New
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$4.13K -$11.1K -67 -73%
MRCM
114
M&R Capital Management
New Jersey
$3.96K
GRP
115
Global Retirement Partners
California
$3.68K
WP
116
WealthShield Partners
North Carolina
$1.65K +$1.66K +10 New
FHA
117
First Horizon Advisors
Tennessee
$1.65K
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$1.64K -$47.6K -286 -3%
ACA
119
Aptus Capital Advisors
Alabama
$825
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$825
FGAM
121
Financial Gravity Asset Management
Texas
$256 +$1.5K +9 +6%
EWM
122
Evermay Wealth Management
Virginia
$166
GCM
123
G2 Capital Management
Ohio
-$1.88M -12,082 Closed
AAM
124
AMI Asset Management
California
-$1.73M -11,138 Closed
WI
125
WrapManager Inc
California
-$1.33M -8,539 Closed

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.