Vanguard Russell 2000 Growth ETF
VTWG
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.
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: 3 → 3 (0)
1.47% less ownership
Funds ownership: 47.56% → 46.09% (-1.5%)
5% less funds holding
Funds holding: 128 → 121 (-7)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$4.29M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.33M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.78M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.64M |
| 5 |
AssetMark Inc
Concord,
California
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
G2 Capital Management
Columbus,
Ohio
|
-$1.88M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.77M |
| 3 |
AAM
AMI Asset Management
Los Angeles,
California
|
-$1.73M |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$1.33M |
| 5 |
Goldman Sachs
New York
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
126
Avantax Advisory Services
Dallas,
Texas
| – | -$1.06M | -6,783 | Closed |
|
|
UCFA
127
United Capital Financial Advisors
Irving,
Texas
| – | -$440K | -2,826 | Closed |
|
|
SYBT
128
Stock Yards Bank & Trust
Louisville,
Kentucky
| – | -$304K | -1,951 | Closed |
|
|
MWM
129
Moran Wealth Management
Naples,
Florida
| – | -$268K | -1,721 | Closed |
|
|
TSS
130
Two Sigma Securities
New York
| – | -$203K | -1,301 | Closed |
|
|
PMFA
131
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$41.9K | -269 | Closed |
|
132
Citigroup
New York
| – | -$29.9K | -192 | Closed |
|
133
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$28K | -178 | Closed |
|
|
BCMLT
134
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$14.3K | -92 | Closed |
|
|
MCC
135
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$10.4K | -67 | 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.