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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
Bank of America
1
Bank of America
North Carolina
$38.3M +$233K +1,403 +0.6%
CAM
2
Crestone Asset Management
Colorado
$30.8M +$182K +1,094 +0.6%
WHG
3
Westwood Holdings Group
Texas
$24.1M -$295K -1,773 -1%
AssetMark Inc
4
AssetMark Inc
California
$17.6M +$532K +3,196 +3%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M -$658K -3,958 -5%
Ameriprise
6
Ameriprise
Minnesota
$13.4M +$3.33M +20,032 +33%
VCM
7
Virtue Capital Management
Tennessee
$9.25M +$4.29M +25,804 +81%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.17M -$292K -1,754 -3%
Wells Fargo
9
Wells Fargo
California
$8.59M +$352K +2,118 +4%
LWM
10
LJI Wealth Management
Indiana
$8.27M +$393K +2,364 +5%
LPL Financial
11
LPL Financial
California
$7.58M +$477K +2,868 +7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.51M +$197K +1,183 +3%
SAM
13
Silvercrest Asset Management
New York
$7.49M -$258K -1,551 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.29M +$299K +1,797 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.67M -$372K -2,239 -5%
UBS Group
16
UBS Group
Switzerland
$5.95M +$26.8K +161 +0.4%
WFA
17
WestHill Financial Advisors
California
$5.8M +$81.3K +489 +1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.54M +$373K +2,244 +7%
KAS
19
Kestra Advisory Services
Texas
$5.02M +$28.1K +169 +0.6%
RA
20
Riversedge Advisors
Delaware
$4.47M -$55.9K -336 -1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.87M -$9.65K -58 -0.2%
SFG
22
Sterling Financial Group
California
$3.68M
Simplex Trading
23
Simplex Trading
Illinois
$3.29M -$359K -2,160 -10%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.18M -$644K -3,870 -17%
FTS
25
Fifth Third Securities
Ohio
$2.96M +$121K +727 +4%

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.