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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
RTL
301
Red Tortoise LLC
Georgia
$150K +$54.1K +713 +51%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K
EWA
303
EP Wealth Advisors
California
$141K +$150K +1,980 New
CF
304
Centaurus Financial
California
$136K
SPIA
305
Steward Partners Investment Advisory
New York
$123K -$15.2K -200 -10%
HI
306
Harbour Investments
Wisconsin
$115K -$76 -1 -0.1%
BTI
307
Blue Trust Inc
Georgia
$114K
AF
308
Advisornet Financial
Minnesota
$113K +$46.1K +607 +62%
MFA
309
McClarren Financial Advisors
Pennsylvania
$112K +$531 +7 +0.4%
FFA
310
Farther Finance Advisors
California
$107K +$8.5K +112 +8%
NA
311
NewEdge Advisors
Louisiana
$105K
CFB
312
Cullen/Frost Bankers
Texas
$102K
AIM
313
Arcadia Investment Management
Michigan
$100K
RAM
314
Ramirez Asset Management
New York
$95.2K +$101K +1,332 New
APW
315
Acima Private Wealth
Virginia
$91.1K
ATC
316
Adirondack Trust Company
New York
$85.2K
TPCW
317
TD Private Client Wealth
New York
$85K +$80.2K +1,057 +795%
DAC
318
Dividend Assets Capital
South Carolina
$84K
GT
319
Glenmede Trust
Pennsylvania
$83.6K -$52.4K -690 -37%
FHA
320
First Horizon Advisors
Tennessee
$82.7K -$607 -8 -0.7%
HT
321
Headlands Technologies
Illinois
$82.7K -$455K -5,991 -84%
CFGS
322
Concourse Financial Group Securities
Alabama
$74.2K
CA
323
Clearstead Advisors
Ohio
$73.3K +$38.3K +505 +97%
LFASL
324
Lugano Financial Advisors SA (LFA)
Switzerland
$71.4K -$75.9K -1,000 -50%
GM
325
GeoWealth Management
Illinois
$69K -$9.18K -121 -11%

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.