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Vanguard Russell 2000 ETF

407 hedge funds and large institutions have $3.98B invested in Vanguard Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 170 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 113

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

0.88% less ownership

Funds ownership: 66.03%65.15% (-0.88%)

1% less funds holding

Funds holding: 411407 (-4)

1% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $3.01M

1% less capital invested

Capital invested by funds: $4.04B → $3.98B (-$52.6M)

Holders
407
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
6.46%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
170
Reduced
113
Closed
42
Calls
$2.97M
Puts
$3.01M
Net Calls
-$34K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
VLC
251
Van Leeuwen & Company
New Jersey
$323K
PTC
252
Private Trust Company
Ohio
$316K +$34.6K +456 +12%
IA
253
IFP Advisors
Florida
$316K -$56.1K -740 -14%
BWL
254
Bogart Wealth LLC
Virginia
$312K +$2.13K +28 +0.6%
SIG
255
Stonegate Investment Group
Alabama
$310K +$17.8K +234 +6%
SWA
256
SFMG Wealth Advisors
Texas
$305K
PT
257
Plimoth Trust
Massachusetts
$299K +$2.05K +27 +0.6%
IWC
258
Integrated Wealth Concepts
Massachusetts
$298K +$32.6K +429 +11%
MW
259
Marcum Wealth
Ohio
$292K -$304 -4 -0.1%
RPCA
260
Running Point Capital Advisors
California
$291K
CMI
261
Clare Market Investments
Texas
$289K +$71.2K +939 +30%
SAG
262
SageView Advisory Group
California
$286K -$11K -145 -3%
HA
263
HFG Advisors
Ohio
$284K +$3.41K +45 +1%
VFA
264
Valeo Financial Advisors
Indiana
$283K
LL
265
LPWM LLC
Minnesota
$274K +$39.2K +517 +15%
AC
266
Avestar Capital
New York
$270K
AWM
267
Apollon Wealth Management
South Carolina
$268K +$2.28K +30 +0.8%
SIS
268
Strategic Investment Solutions
Illinois
$268K +$263K +3,472 +6,200%
AGC
269
Aspen Grove Capital
Colorado
$266K
OW
270
Olistico Wealth
Oklahoma
$266K +$152 +2 +0.1%
TC
271
TownSquare Capital
Utah
$260K -$40.7K -537 -13%
PWM
272
Perigon Wealth Management
California
$256K +$304 +4 +0.1%
HSA
273
HBK Sorce Advisory
Pennsylvania
$256K +$986 +13 +0.4%
TP
274
Tranquility Partners
Tennessee
$255K -$4.93K -65 -2%
OIA
275
OneDigital Investment Advisors
Kansas
$252K +$45.5K +600 +21%

VTWO Hedge Fund Activity: Q3 2023 in Review

407 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2023, worth a combined $3.98B — down 1.3% from $4.04B a quarter earlier.

Fund positioning in VTWO was balanced in Q3 2023: 42 funds opened new positions, 42 closed out, 170 added to existing stakes and 113 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $64.1M. The largest seller was Envestnet Asset Management, cutting an estimated $88.9M.

  • 407 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2023, down from 411 in Q2 2023.
  • Funds reported $3.98B of Vanguard Russell 2000 ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 42 funds opened new Vanguard Russell 2000 ETF positions in Q3 2023 and 42 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2023 was Natixis Advisors, an estimated $64.1M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2023.