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Vanguard Russell 2000 Growth ETF

144 hedge funds and large institutions have $452M invested in Vanguard Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

0.31% more ownership

Funds ownership: 49.92%50.23% (+0.31%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less capital invested

Capital invested by funds: $466M → $452M (-$13.3M)

3% less funds holding

Funds holding: 148144 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
48
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1
Westwood Holdings Group
Texas
$68.7M +$1.69M +8,958 +3%
Bank of America
2
Bank of America
North Carolina
$56.6M +$2.45M +12,944 +5%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$32M +$31.7M +167,530 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.9M +$1.07M +5,686 +4%
AssetMark Inc
5
AssetMark Inc
California
$23.8M +$978K +5,179 +4%
Morgan Stanley
6
Morgan Stanley
New York
$15.7M -$792K -4,191 -5%
LWM
7
LJI Wealth Management
Indiana
$11.4M +$11.2M +59,489 New
Ameriprise
8
Ameriprise
Minnesota
$11M -$291K -1,539 -3%
LPL Financial
9
LPL Financial
California
$10.9M +$521K +2,759 +5%
CWM
10
Congress Wealth Management
Massachusetts
$10.7M +$18.1K +96 +0.2%
SAM
11
Silvercrest Asset Management
New York
$10.6M +$192K +1,015 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.2M +$762K +4,032 +8%
VCM
13
Virtue Capital Management
Tennessee
$10.1M
Wells Fargo
14
Wells Fargo
California
$8.06M +$197K +1,042 +3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$7.5M +$437K +2,313 +6%
WFA
16
WestHill Financial Advisors
California
$7.4M +$5.1K +27 +0.1%
UBS Group
17
UBS Group
Switzerland
$7.03M +$909K +4,812 +15%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.01M -$302K -1,596 -4%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.55M -$998K -5,280 -13%
KAS
20
Kestra Advisory Services
Texas
$6.32M +$23.1K +122 +0.4%
RA
21
Riversedge Advisors
Delaware
$4.9M -$248K -1,311 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.24M +$1.15M +6,072 +38%
Citadel Advisors
23
Citadel Advisors
Florida
$4.17M +$4.12M +21,808 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.14M +$7.37K +39 +0.2%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$3.83M +$572K +3,028 +21%

VTWG Hedge Fund Activity: Q2 2024 in Review

144 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q2 2024, worth a combined $452M — down 2.9% from $466M a quarter earlier.

Fund positioning in VTWG was balanced in Q2 2024: 14 funds opened new positions, 14 closed out, 48 added to existing stakes and 34 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $31.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.4M.

  • 144 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q2 2024, down from 148 in Q1 2024.
  • Funds reported $452M of Vanguard Russell 2000 Growth ETF stock for Q2 2024, down 2.9% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 2000 Growth ETF positions in Q2 2024 and 14 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q2 2024 was Pathstone Holdings, an estimated $31.7M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2024.