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Vanguard Russell 2000 ETF
VTWO

Overview Fund Activity

407 hedge funds and large institutions have $3.88B invested in Vanguard Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.51%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
49
Increased
155
Reduced
112
Closed
48
Calls
$4.94M
Puts
$1.87M
Net Calls
+$3.08M
Net Calls Change
+$75K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$466M
2
Bank of America
Bank of America
North Carolina
$885M
3
Goldman Sachs
Goldman Sachs
New York
$200M
4
Lido Advisors
Lido Advisors
California
$40.5M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$109M

Top Sellers

1
MM
Main Management
California
$0
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$60.2M
3
UBS Group
UBS Group
Switzerland
$97.9M
4
LGWM
Litman Gregory Wealth Management
California
$0
5
BlackRock
BlackRock
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
251
Running Point Capital Advisors
California
$294K – – –
VFA
252
Valeo Financial Advisors
Indiana
$286K +$2.88K +40 +1%
HA
253
HFG Advisors
Ohio
$283K – – –
AWM
254
Apollon Wealth Management
South Carolina
$283K -$673K -9,329 -70%
RFC
255
Regions Financial Corp
Alabama
$280K +$144 +2 +0.1%
CF
256
Centaurus Financial
California
$280K +$2.38K +33 +0.9%
CWP
257
CFM Wealth Partners
Texas
$275K – – –
AC
258
Avestar Capital
New York
$272K +$6.85K +95 +3%
TP
259
Tranquility Partners
Tennessee
$271K – – –
OW
260
Olistico Wealth
Oklahoma
$270K +$46.9K +651 +21%
CW
261
CreativeOne Wealth
Kansas
$268K +$268K +3,709 New
WP
262
WealthPLAN Partners
Nebraska
$267K – – –
AGC
263
Aspen Grove Capital
Colorado
$267K – – –
EFS
264
Essex Financial Services
Connecticut
$258K +$3.82K +53 +2%
HSA
265
HBK Sorce Advisory
Pennsylvania
$258K +$35.5K +493 +16%
PTC
266
Private Trust Company
Ohio
$256K – – –
VAS
267
Vestmark Advisory Solutions
Massachusetts
$253K +$253K +3,508 New
EH
268
Equitable Holdings
New York
$252K +$252K +3,499 New
IWC
269
Integrated Wealth Concepts
Massachusetts
$252K -$8.92K -124 -3%
BFA
270
Brown Financial Advisory
Alabama
$248K – – –
SVWAG
271
Sound View Wealth Advisors Group
Georgia
$248K +$37.5K +520 +18%
PWM
272
Perigon Wealth Management
California
$246K -$14.6K -203 -6%
SIG
273
Stonegate Investment Group
Alabama
$245K +$245K +3,396 New
VVP
274
Venture Visionary Partners
Ohio
$241K -$7.42K -103 -3%
AA
275
Advisory Alpha
Michigan
$240K -$5.33K -74 -2%
9 10
11
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