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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
AIC
251
Archer Investment Corporation
Indiana
$452K +$7.66K +95 +2%
AllianceBernstein
252
AllianceBernstein
Tennessee
$451K +$146K +1,816 +52%
FSA
253
Fort Sheridan Advisors
Illinois
$451K +$146K +1,810 +52%
RWM
254
RKL Wealth Management
Pennsylvania
$447K +$887 +11 +0.2%
RVPG
255
Relative Value Partners Group
$447K -$64.5K -800 -12%
IWC
256
Integrated Wealth Concepts
Massachusetts
$443K +$36.7K +455 +10%
LFG
257
Lazard Frères Gestion
France
$442K +$97.5K +1,210 +30%
EWM
258
Endowment Wealth Management
Wisconsin
$436K +$164K +2,032 +66%
FIA
259
Foundations Investment Advisors
Arizona
$435K +$3.22K +40 +0.8%
CAM
260
Cresset Asset Management
Illinois
$429K +$4.19K +52 +1%
BBPWM
261
Blue Bell Private Wealth Management
Pennsylvania
$424K -$7.42K -92 -2%
IFG
262
Independent Financial Group
California
$421K -$61.7K -765 -13%
PWM
263
Perigon Wealth Management
California
$418K -$217K -2,690 -35%
TWC
264
TD Waterhouse Canada
Ontario, Canada
$412K +$61.8K +767 +20%
WS
265
Wedbush Securities
California
$411K +$390K +4,833 New
SL
266
Salomon & Ludwin
Virginia
$409K +$332K +4,114 +588%
GAM
267
GEM Asset Management
Michigan
$408K -$81.8K -1,015 -16%
GLA
268
Good Life Advisors
Pennsylvania
$408K +$725 +9 +0.2%
TC
269
TownSquare Capital
Utah
$402K +$82.5K +1,023 +28%
DFCM
270
Dark Forest Capital Management
Puerto Rico
$401K -$42K -521 -10%
US Bancorp
271
US Bancorp
Minnesota
$401K -$141K -1,747 -27%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K +$130K +1,613 +52%
SAI
273
Savvy Advisors Inc
New York
$399K +$378K +4,695 New
PFG
274
Peterson Financial Group
Iowa
$399K -$30.8K -382 -8%
AC
275
Avestar Capital
New York
$391K +$66.8K +829 +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.