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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$15.5M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$9.74M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.72M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$40.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.03M |
| 3 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$1.99M |
| 4 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
-$1.75M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.06M |
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.