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Vanguard Russell 2000 ETF

600 hedge funds and large institutions have $9.6B invested in Vanguard Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 238 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 39

60% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 149

46% more capital invested

Capital invested by funds: $6.56B → $9.6B (+$3.04B)

24% more call options, than puts

Call options by funds: $7.42M | Put options by funds: $5.97M

12% more funds holding

Funds holding: 536600 (+64)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.48% less ownership

Funds ownership: 56.97%54.48% (-2.5%)

Holders
600
Holders Change
+64
Holders Change %
+11.94%
% of All Funds
7.9%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.22%
New
112
Increased
238
Reduced
149
Closed
39
Calls
$7.42M
Puts
$5.97M
Net Calls
+$1.46M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$945K +$36.5K +396 +4%
TCA
227
Transcend Capital Advisors
New Jersey
$939K +$14.4K +156 +2%
NA
228
NewEdge Advisors
Louisiana
$903K +$212K +2,299 +29%
PGCM
229
Prescott Group Capital Management
Oklahoma
$893K
WS
230
Wedbush Securities
California
$867K +$191K +2,070 +27%
BRWA
231
B. Riley Wealth Advisors
Florida
$850K -$348K -3,775 -28%
DFCM
232
Dark Forest Capital Management
Puerto Rico
$842K -$34K -368 -4%
IFG
233
Independent Financial Group
California
$818K +$75.1K +814 +10%
CWM
234
Cornerstone Wealth Management
Missouri
$810K +$40.8K +442 +5%
SC
235
Sapient Capital
Indiana
$803K +$830K +8,993 New
GPA
236
Guidance Point Advisors
Massachusetts
$787K +$5.63K +61 +0.7%
JIC
237
Johnson Investment Counsel
Ohio
$779K +$61.8K +670 +8%
HCP
238
Hexagon Capital Partners
Arkansas
$771K +$58.1K +630 +8%
US Bancorp
239
US Bancorp
Minnesota
$771K -$341K -3,697 -30%
TVAMP
240
Tennessee Valley Asset Management Partners
Tennessee
$762K +$5.35K +58 +0.7%
PPC
241
Pennington Partners & Co
Maryland
$760K +$785K +8,508 New
FBB
242
Fulton Breakefield Broenniman
Maryland
$746K -$6.83K -74 -0.9%
TFA
243
Tobias Financial Advisors
Florida
$741K -$2.58K -28 -0.3%
SCM
244
Stordahl Capital Management
Colorado
$738K -$1.29K -14 -0.2%
PI
245
PFG Investments
New York
$729K -$5.81K -63 -0.8%
TC
246
TAGStone Capital
North Carolina
$726K +$2.77K +30 +0.4%
PWM
247
Perigon Wealth Management
California
$719K +$124K +1,342 +20%
FB
248
First Bancorp
Maine
$712K
Bessemer Group
249
Bessemer Group
New Jersey
$701K +$724K +7,850 New
SAI
250
Savvy Advisors Inc
New York
$683K +$248K +2,690 +54%

VTWO Hedge Fund Activity: Q4 2024 in Review

600 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2024, worth a combined $9.6B — up 46% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTWO positions and 39 closed out — a net gain of 73 holders — while 238 added to existing stakes and 149 trimmed.

The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Texas Permanent School Fund, cutting an estimated $154M.

  • 600 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2024, up from 536 in Q3 2024.
  • Funds reported $9.6B of Vanguard Russell 2000 ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 112 funds opened new Vanguard Russell 2000 ETF positions in Q4 2024 and 39 closed out, a net change of +73 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2024 was Bank of America, an estimated $123M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2024 was Texas Permanent School Fund, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2024.