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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
BWM
276
Bulltick Wealth Management
Florida
$250K -$506K -6,670 -66%
BFA
277
Brown Financial Advisory
Alabama
$246K
EFS
278
Essex Financial Services
Connecticut
$242K +$34.8K +458 +16%
SVWAG
279
Sound View Wealth Advisors Group
Georgia
$236K -$6.22K -82 -2%
WANY
280
Wealthspire Advisors (New York)
New York
$235K -$10.5K -138 -4%
WPC
281
Wedmont Private Capital
Pennsylvania
$229K +$1.06K +14 +0.4%
MMPW
282
Mitchell McLeod Pugh & Williams
Alabama
$229K
HCP
283
Hexagon Capital Partners
Arkansas
$229K +$55.2K +727 +29%
SL
284
Sentry LLC
Tennessee
$229K
GVAG
285
Great Valley Advisor Group
Delaware
$228K +$242K +3,195 New
FPGK
286
Financial Partners Group (Kansas)
Kansas
$226K +$228 +3 +0.1%
OLVIG
287
Oliver Lagore Vanvalin Investment Group
Michigan
$225K -$502K -6,613 -68%
FNBOO
288
First National Bank of Omaha
Nebraska
$223K
EWM
289
Endowment Wealth Management
Wisconsin
$223K +$19.1K +252 +9%
ORC
290
O'Rourke & Company
Massachusetts
$219K +$531 +7 +0.2%
VCA
291
Verdence Capital Advisors
Maryland
$218K +$231K +3,051 New
AWM
292
Avaii Wealth Management
Wisconsin
$217K +$2.96K +39 +1%
VVP
293
Venture Visionary Partners
Ohio
$213K -$8.35K -110 -4%
RFC
294
Regions Financial Corp
Alabama
$205K -$76.6K -1,010 -26%
CBFP
295
Cedar Brook Financial Partners
Ohio
$203K +$152 +2 +0.1%
BBHC
296
Brown Brothers Harriman & Co
New York
$202K
CBT
297
Central Bank & Trust
Kentucky
$185K -$455 -6 -0.2%
WP
298
WealthShield Partners
North Carolina
$164K +$4.4K +58 +3%
QPBE
299
Quintet Private Bank (Europe)
Luxembourg
$161K +$1.37K +18 +0.8%
TWC
300
TD Waterhouse Canada
Ontario, Canada
$158K +$60.7K +800 +70%

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.