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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
WANY
301
Wealthspire Advisors (New York)
New York
$300K +$13.9K +173 +5%
PT
302
Plimoth Trust
Massachusetts
$298K -$4.27K -53 -1%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$297K -$53.4K -663 -16%
P
304
&Partners
Tennessee
$296K +$280K +3,476 New
RFC
305
Regions Financial Corp
Alabama
$296K +$48.4K +600 +21%
IA
306
IFP Advisors
Florida
$295K +$3.71K +46 +1%
AF
307
Advisornet Financial
Minnesota
$295K +$123K +1,529 +79%
RTL
308
Red Tortoise LLC
Georgia
$294K +$403 +5 +0.1%
BFA
309
Brown Financial Advisory
Alabama
$293K
MFIM
310
Mesirow Financial Investment Management
Illinois
$290K +$484 +6 +0.2%
FPGK
311
Financial Partners Group (Kansas)
Kansas
$284K +$161 +2 +0.1%
WPC
312
Wedmont Private Capital
Pennsylvania
$279K +$5.48K +68 +2%
EH
313
Equitable Holdings
New York
$278K -$294K -3,652 -53%
MMPW
314
Mitchell McLeod Pugh & Williams
Alabama
$273K
SL
315
Sentry LLC
Tennessee
$272K
KFP
316
Keener Financial Planning
Texas
$269K
FNBOO
317
First National Bank of Omaha
Nebraska
$269K +$16K +198 +6%
ORC
318
O'Rourke & Company
Massachusetts
$261K +$322 +4 +0.1%
MW
319
Marcum Wealth
Ohio
$255K +$161 +2 +0.1%
VVP
320
Venture Visionary Partners
Ohio
$254K
JWCA
321
J.W. Coons Advisors
Ohio
$249K
AWM
322
Avaii Wealth Management
Wisconsin
$248K +$25K +310 +12%
SVWAG
323
Sound View Wealth Advisors Group
Georgia
$248K
DTC
324
Davidson Trust Company
Washington
$248K +$235K +2,913 New
KWA
325
Kingswood Wealth Advisors
California
$246K +$23.5K +291 +11%

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.