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Vanguard Russell 2000 ETF

411 hedge funds and large institutions have $4.04B invested in Vanguard Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $1.41M

40% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 116

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

4% more capital invested

Capital invested by funds: $3.88B → $4.04B (+$160M)

1% more funds holding

Funds holding: 408411 (+3)

0.12% more ownership

Funds ownership: 65.91%66.03% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
162
Reduced
116
Closed
45
Calls
$3.56M
Puts
$1.41M
Net Calls
+$2.15M
Net Calls Change
-$925K
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$393K -$14.9K -207 -4%
IA
227
IFP Advisors
Florida
$390K -$66.4K -921 -15%
HWAM
228
Hennion & Walsh Asset Management
New Jersey
$384K -$234K -3,249 -39%
DFA
229
DHK Financial Advisors
New Hampshire
$381K
RWM
230
RKL Wealth Management
Pennsylvania
$378K +$1.15K +16 +0.3%
BWM
231
Baystate Wealth Management
Massachusetts
$378K +$1.15K +16 +0.3%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$366K -$296K -4,108 -46%
PCG
233
Prosperity Consulting Group
Maryland
$364K +$937 +13 +0.3%
DDPIC
234
Deroy & Devereaux Private Investment Counsel
Michigan
$364K +$12.8K +178 +4%
BPA
235
Beacon Pointe Advisors
California
$361K +$9.22K +128 +3%
FA
236
Flagstar Advisors
New York
$360K +$1.08K +15 +0.3%
GLA
237
Good Life Advisors
Pennsylvania
$359K -$2.95K -41 -0.9%
FCFC
238
First Commonwealth Financial Corp
Pennsylvania
$348K
VLC
239
Van Leeuwen & Company
New Jersey
$344K
US Bancorp
240
US Bancorp
Minnesota
$338K +$4.25K +59 +1%
TCBWMS
241
Texas Capital Bank Wealth Management Services
Texas
$337K +$321K +4,460 New
AllianceBernstein
242
AllianceBernstein
Tennessee
$336K +$9.73K +135 +3%
BWL
243
Bogart Wealth LLC
Virginia
$328K +$1.08K +15 +0.3%
SWA
244
SFMG Wealth Advisors
Texas
$323K
CAM
245
Cresset Asset Management
Illinois
$317K +$302K +4,193 New
TC
246
TownSquare Capital
Utah
$316K +$301K +4,183 New
PT
247
Plimoth Trust
Massachusetts
$315K -$9.15K -127 -3%
SAG
248
SageView Advisory Group
California
$313K
SIG
249
Stonegate Investment Group
Alabama
$311K +$51.5K +715 +21%
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$309K -$1.2M -16,695 -80%

VTWO Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2023, worth a combined $4.04B — up 4.1% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VTWO positions and 45 closed out — a net gain of 6 holders — while 162 added to existing stakes and 116 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $65.6M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 411 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2023, up from 408 in Q1 2023.
  • Funds reported $4.04B of Vanguard Russell 2000 ETF stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 51 funds opened new Vanguard Russell 2000 ETF positions in Q2 2023 and 45 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $65.6M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2023 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.