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Vanguard Russell 2000 ETF

477 hedge funds and large institutions have $5.94B invested in Vanguard Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 132 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

44% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 132

17% more capital invested

Capital invested by funds: $5.08B → $5.94B (+$855M)

3% more funds holding

Funds holding: 464477 (+13)

0.67% less ownership

Funds ownership: 65.27%64.6% (-0.67%)

10% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $6.17M

Holders
477
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.87%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
65
Increased
190
Reduced
132
Closed
44
Calls
$5.55M
Puts
$6.17M
Net Calls
-$625K
Net Calls Change
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$585K +$554K +6,873 New
PA
227
Parallel Advisors
California
$580K -$403 -5 -0.1%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$571K -$27.1K -336 -5%
Retirement Systems of Alabama
229
Retirement Systems of Alabama
Alabama
$571K
MAG
230
M3 Advisory Group
Massachusetts
$570K +$45.9K +570 +9%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$570K +$158K +1,966 +42%
GWMIA
232
Global Wealth Management Investment Advisory
Florida
$566K -$66.7K -828 -11%
EA
233
Emerald Advisors
Washington
$547K +$1.45K +18 +0.3%
Barclays
234
Barclays
United Kingdom
$546K
TVAMP
235
Tennessee Valley Asset Management Partners
Tennessee
$540K -$495K -6,141 -49%
BPA
236
Beacon Pointe Advisors
California
$522K +$887 +11 +0.2%
CSPIA
237
Cary Street Partners Investment Advisory
Virginia
$517K -$9.91K -123 -2%
SWP
238
Stratos Wealth Partners
Ohio
$509K -$42.9K -532 -8%
SMA
239
Sage Mountain Advisors
Georgia
$509K -$25.7K -319 -5%
IAIM
240
International Assets Investment Management
Florida
$507K +$485K +6,019 New
KP
241
Keel Point
Alabama
$496K -$16.3K -202 -3%
BBA
242
Braun-Bostich & Associates
Pennsylvania
$493K -$15.6K -193 -3%
SAW
243
Signal Advisors Wealth
Michigan
$481K +$455K +5,650 New
SAM
244
Smartleaf Asset Management
Massachusetts
$477K +$39.7K +493 +10%
SIG
245
Stonegate Investment Group
Alabama
$476K +$64.1K +795 +17%
SWA
246
Stratos Wealth Advisors
Ohio
$471K -$2.67M -33,129 -86%
SAM
247
SignalPoint Asset Management
Missouri
$471K +$10.1K +125 +2%
SI
248
Stephens Inc
Arkansas
$471K +$16.1K +200 +4%
TCBWMS
249
Texas Capital Bank Wealth Management Services
Texas
$461K -$35.5K -440 -8%
Fisher Asset Management
250
Fisher Asset Management
Washington
$457K -$120K -1,484 -22%

VTWO Hedge Fund Activity: Q1 2024 in Review

477 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2024, worth a combined $5.94B — up 17% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTWO positions and 44 closed out — a net gain of 21 holders — while 190 added to existing stakes and 132 trimmed.

The largest buyer was Bank of America, adding an estimated $579M. The largest seller was Morgan Stanley, cutting an estimated $539M.

  • 477 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2024, up from 464 in Q4 2023.
  • Funds reported $5.94B of Vanguard Russell 2000 ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 65 funds opened new Vanguard Russell 2000 ETF positions in Q1 2024 and 44 closed out, a net change of +21 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2024 was Bank of America, an estimated $579M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2024.