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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
MW
251
Marcum Wealth
Ohio
$309K -$5.33K -74 -2%
RPCA
252
Running Point Capital Advisors
California
$308K
EH
253
Equitable Holdings
New York
$308K +$41.1K +571 +16%
PTC
254
Private Trust Company
Ohio
$300K +$29.3K +407 +11%
VFA
255
Valeo Financial Advisors
Indiana
$299K -$1.08K -15 -0.4%
HA
256
HFG Advisors
Ohio
$297K
RFC
257
Regions Financial Corp
Alabama
$294K -$288 -4 -0.1%
UCFA
258
United Capital Financial Advisors
Texas
$287K +$273K +3,794 New
AC
259
Avestar Capital
New York
$285K
IWC
260
Integrated Wealth Concepts
Massachusetts
$283K +$16.9K +234 +7%
AGC
261
Aspen Grove Capital
Colorado
$281K +$1.58K +22 +0.6%
AWM
262
Apollon Wealth Management
South Carolina
$281K -$14.7K -204 -5%
OW
263
Olistico Wealth
Oklahoma
$281K -$2.09K -29 -0.8%
TP
264
Tranquility Partners
Tennessee
$275K -$9.22K -128 -3%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$272K +$6.56K +91 +3%
PWM
266
Perigon Wealth Management
California
$271K +$12.3K +171 +5%
HSA
267
HBK Sorce Advisory
Pennsylvania
$270K
OP
268
ORG Partners
Indiana
$268K +$254K +3,530 New
FPGK
269
Financial Partners Group (Kansas)
Kansas
$262K +$216 +3 +0.1%
BFA
270
Brown Financial Advisory
Alabama
$260K
WANY
271
Wealthspire Advisors (New York)
New York
$259K +$10.8K +150 +5%
LL
272
LPWM LLC
Minnesota
$257K +$6.99K +97 +3%
SVWAG
273
Sound View Wealth Advisors Group
Georgia
$256K -$3.46K -48 -1%
WPC
274
Wedmont Private Capital
Pennsylvania
$251K +$721 +10 +0.3%
MMPW
275
Mitchell McLeod Pugh & Williams
Alabama
$243K +$231K +3,207 New

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.