We are live on ! Find out more
VTWG icon

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
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$49.2K
S
102
SignatureFD
Georgia
$48.9K
JP Morgan Chase
103
JP Morgan Chase
New York
$48.7K -$15.5K -93 -25%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$46.9K +$27.4K +164 +161%
FGAM
105
Financial Gravity Asset Management
Texas
$45K +$1.83K +11 +7%
US Bancorp
106
US Bancorp
Minnesota
$44.1K
CWP
107
Concord Wealth Partners
Virginia
$13.2K -$4.84K -29 -28%
CFO
108
CVA Family Office
Colorado
$11.3K -$7.34K -44 -41%
SPIA
109
Steward Partners Investment Advisory
New York
$10.2K
EWM
110
Endurance Wealth Management
Rhode Island
$8K
CB
111
CNB Bank
Pennsylvania
$7.06K
HNB
112
Huntington National Bank
Ohio
$5.47K
WP
113
WealthPLAN Partners
Nebraska
$5.29K
MRCM
114
M&R Capital Management
New Jersey
$4.24K
GRP
115
Global Retirement Partners
California
$4.02K
WP
116
WealthShield Partners
North Carolina
$3K +$1.17K +7 +70%
FHA
117
First Horizon Advisors
Tennessee
$1.76K
SWM
118
Sanctuary Wealth Management
Idaho
$1.24K +$1.17K +7 New
ACA
119
Aptus Capital Advisors
Alabama
$882
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$882
EWM
121
Evermay Wealth Management
Virginia
$177
Simplex Trading
122
Simplex Trading
Illinois
-$3.29M -19,914 Closed
JE
123
JMAC Enterprises
Pennsylvania
-$1.68M -10,196 Closed
AWA
124
Amplius Wealth Advisors
Pennsylvania
-$450K -2,725 Closed
Bessemer Group
125
Bessemer Group
New Jersey
-$45K -275 Closed

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.