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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
VLC
276
Van Leeuwen & Company
New Jersey
$385K
TI
277
Trexquant Investment
Connecticut
$379K +$359K +4,456 New
TI
278
Tidal Investments
Wisconsin
$379K +$359K +4,455 New
CFO
279
Collective Family Office
Pennsylvania
$379K
BWL
280
Bogart Wealth LLC
Virginia
$373K
FCFC
281
First Commonwealth Financial Corp
Pennsylvania
$369K
Sumitomo Mitsui Trust Group
282
Sumitomo Mitsui Trust Group
Japan
$366K -$80.6K -1,000 -19%
SWA
283
SFMG Wealth Advisors
Texas
$363K
AMCA
284
Arthur M. Cohen & Associates
Illinois
$362K -$94.1K -1,167 -22%
MSG
285
Main Street Group
Virginia
$361K -$542K -6,728 -61%
AWMNH
286
Arcadia Wealth Management (New Hampshire)
New Hampshire
$360K -$9.43K -117 -3%
PTC
287
Private Trust Company
Ohio
$355K +$13.5K +167 +4%
HA
288
HFG Advisors
Ohio
$347K -$8.22K -102 -2%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$340K +$322K +4,000 New
FA
290
Flagstar Advisors
New York
$337K -$8.38K -104 -3%
LL
291
LPWM LLC
Minnesota
$330K +$8.14K +101 +3%
VFA
292
Valeo Financial Advisors
Indiana
$330K +$14.5K +180 +5%
EWP
293
Elevation Wealth Partners
California
$322K -$1.46M -18,174 -83%
PVI
294
Pine Valley Investments
New Jersey
$317K +$10.3K +128 +4%
AGC
295
Aspen Grove Capital
Colorado
$317K
OIA
296
OneDigital Investment Advisors
Kansas
$309K -$809K -10,042 -73%
OW
297
Olistico Wealth
Oklahoma
$307K -$8.54K -106 -3%
TP
298
Tranquility Partners
Tennessee
$307K +$81 +1 +0%
OC
299
Opinicus Capital
Florida
$303K +$2.02K +25 +0.7%
SGI
300
Summit Global Investments
Utah
$301K +$45.6K +566 +19%

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.