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Vanguard Russell 2000 Growth ETF

148 hedge funds and large institutions have $466M invested in Vanguard Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 142148 (+6)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

4% more capital invested

Capital invested by funds: $450M → $466M (+$15.8M)

3.06% less ownership

Funds ownership: 52.98%49.92% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
47
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1
Westwood Holdings Group
Texas
$69.1M +$2.27M +12,196 +4%
Bank of America
2
Bank of America
North Carolina
$55.9M -$1.98M -10,670 -4%
CAM
3
Crestone Asset Management
Colorado
$33.5M +$895K +4,816 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.6M +$3.29M +17,704 +16%
AssetMark Inc
5
AssetMark Inc
California
$23.6M +$1.92M +10,337 +9%
CA
6
Cetera Advisors
Colorado
$23.2M +$21.4M +114,884 +4,462%
Morgan Stanley
7
Morgan Stanley
New York
$17M -$30.4M -163,592 -65%
Ameriprise
8
Ameriprise
Minnesota
$11.7M -$3.07M -16,518 -22%
CWM
9
Congress Wealth Management
Massachusetts
$11.1M +$25.3K +136 +0.2%
SAM
10
Silvercrest Asset Management
New York
$10.7M -$71.7K -386 -0.7%
LPL Financial
11
LPL Financial
California
$10.7M -$159K -853 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.74M -$1.33M -7,129 -13%
VCM
13
Virtue Capital Management
Tennessee
$9.14M -$132K -708 -1%
Wells Fargo
14
Wells Fargo
California
$8.11M -$2.06M -11,080 -21%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.8M -$1.14M -6,142 -13%
WFA
16
WestHill Financial Advisors
California
$7.63M +$208K +1,117 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.54M -$11.7K -63 -0.2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$7.28M -$61.9K -333 -0.9%
KAS
19
Kestra Advisory Services
Texas
$6.49M +$496K +2,671 +9%
UBS Group
20
UBS Group
Switzerland
$6.3M +$395K +2,127 +7%
RA
21
Riversedge Advisors
Delaware
$5.31M +$29.4K +158 +0.6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.27M -$85.9K -462 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.12M +$104K +559 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.17M +$23.8K +128 +0.8%
FTS
25
Fifth Third Securities
Ohio
$3.12M -$58.7K -316 -2%

VTWG Hedge Fund Activity: Q1 2024 in Review

148 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2024, worth a combined $466M — up 3.5% from $450M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VTWG positions and 15 closed out — a net gain of 6 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $21.4M. The largest seller was Morgan Stanley, cutting an estimated $30.4M.

  • 148 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2024, up from 142 in Q4 2023.
  • Funds reported $466M of Vanguard Russell 2000 Growth ETF stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 21 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2024 and 15 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2024 was Cetera Advisors, an estimated $21.4M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2024.