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Vanguard Russell 2000 Growth ETF

151 hedge funds and large institutions have $499M invested in Vanguard Russell 2000 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

10% more capital invested

Capital invested by funds: $452M → $499M (+$47M)

5% more funds holding

Funds holding: 144151 (+7)

0.94% less ownership

Funds ownership: 50.23%49.29% (-0.94%)

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
60
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1
Westwood Holdings Group
Texas
$75.2M +$640K +3,209 +0.9%
Bank of America
2
Bank of America
North Carolina
$62.3M +$800K +4,012 +1%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$35M +$310K +1,554 +0.9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$28.3M +$204K +1,022 +0.8%
AssetMark Inc
5
AssetMark Inc
California
$25.8M -$11.6K -58 -0%
Morgan Stanley
6
Morgan Stanley
New York
$18.7M +$1.62M +8,117 +10%
LWM
7
LJI Wealth Management
Indiana
$12.8M +$445K +2,230 +4%
LPL Financial
8
LPL Financial
California
$12.3M +$497K +2,492 +4%
Ameriprise
9
Ameriprise
Minnesota
$12.2M +$198K +992 +2%
VCM
10
Virtue Capital Management
Tennessee
$11.7M +$1.53M +7,650 +16%
SAM
11
Silvercrest Asset Management
New York
$11.5M +$36.3K +182 +0.3%
CWM
12
Congress Wealth Management
Massachusetts
$11.2M -$403K -2,020 -4%
UBS Group
13
UBS Group
Switzerland
$11M +$3.27M +16,382 +45%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.9M -$153K -765 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.36M +$1.7M +8,518 +23%
Wells Fargo
16
Wells Fargo
California
$8.81M +$63.4K +318 +0.8%
WFA
17
WestHill Financial Advisors
California
$8.18M +$151K +757 +2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$8M -$127K -639 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.08M -$22.5K -113 -0.3%
KAS
20
Kestra Advisory Services
Texas
$6.73M -$119K -596 -2%
RA
21
Riversedge Advisors
Delaware
$5.27M -$40.1K -201 -0.8%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.89M +$377K +1,890 +9%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$4.62M +$967K +4,850 +27%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.48M +$146K +734 +5%
Truist Financial
25
Truist Financial
North Carolina
$3.38M +$203K +1,016 +7%

VTWG Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q3 2024, worth a combined $499M — up 10% from $452M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VTWG positions and 8 closed out — a net gain of 7 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was UBS Group, adding an estimated $3.27M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.17M sold.

  • 151 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q3 2024, up from 144 in Q2 2024.
  • Funds reported $499M of Vanguard Russell 2000 Growth ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 15 funds opened new Vanguard Russell 2000 Growth ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q3 2024 was UBS Group, an estimated $3.27M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.