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
Morgan Stanley
1
Morgan Stanley
New York
$59.6M +$42.8M +256,455 +314%
Bank of America
2
Bank of America
North Carolina
$40.6M -$337K -2,023 -0.9%
CAM
3
Crestone Asset Management
Colorado
$33.1M +$128K +767 +0.4%
WHG
4
Westwood Holdings Group
Texas
$25.4M -$400K -2,399 -2%
AssetMark Inc
5
AssetMark Inc
California
$18.9M +$52.5K +315 +0.3%
LPL Financial
6
LPL Financial
California
$13M +$4.63M +27,781 +60%
Ameriprise
7
Ameriprise
Minnesota
$10.9M -$3.23M -19,372 -24%
VCM
8
Virtue Capital Management
Tennessee
$9.71M -$351K -2,102 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.68M -$120K -718 -1%
LWM
10
LJI Wealth Management
Indiana
$9.05M +$197K +1,182 +2%
Wells Fargo
11
Wells Fargo
California
$8.92M -$251K -1,505 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.31M +$267K +1,600 +4%
SAM
13
Silvercrest Asset Management
New York
$7.98M -$29.7K -178 -0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.92M +$124K +743 +2%
UBS Group
15
UBS Group
Switzerland
$6.97M +$579K +3,470 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.96M -$159K -953 -2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6.29M +$346K +2,076 +6%
WFA
18
WestHill Financial Advisors
California
$6.26M +$59.7K +358 +1%
KAS
19
Kestra Advisory Services
Texas
$5.36M -$4.5K -27 -0.1%
RA
20
Riversedge Advisors
Delaware
$4.57M -$196K -1,177 -4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.03M -$104K -623 -3%
FTS
22
Fifth Third Securities
Ohio
$3.13M -$29.4K -176 -1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.72M +$130K +781 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.72M -$223K -1,335 -8%
MFS
25
Madrona Financial Services
Washington
$2.67M -$308K -1,849 -11%

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.