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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
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$65.5K +$30.7K +405 +79%
GRP
327
Global Retirement Partners
California
$64.2K -$123K -1,627 -64%
AA
328
Ancora Advisors
Ohio
$64.2K +$44.1K +581 +183%
CAL
329
Capital Advisors Ltd
Ohio
$63K -$19.6K -258 -23%
HNB
330
Huntington National Bank
Ohio
$61.2K
CWC
331
Carolinas Wealth Consulting
North Carolina
$59.7K +$152 +2 +0.2%
LFG
332
Larson Financial Group
Missouri
$58.4K +$8.27K +109 +15%
Simplex Trading
333
Simplex Trading
Illinois
$57K -$145K -1,910 -70%
NSG
334
Nalls Sherbakoff Group
Tennessee
$54.7K
FP
335
Financial Perspectives
Minnesota
$54.6K +$228 +3 +0.4%
BHWM
336
Beaird Harris Wealth Management
Texas
$54.4K -$20.3K -268 -26%
BCM
337
BluePath Capital Management
Georgia
$54.4K +$57.7K +761 New
CWP
338
Concord Wealth Partners
Virginia
$53.6K
ITIM
339
Indiana Trust & Investment Management
Indiana
$51.4K +$54.6K +720 New
SIC
340
Salem Investment Counselors
North Carolina
$50K
SL
341
Salomon & Ludwin
Virginia
$50K +$53.1K +700 New
WTC
342
WhitTier Trust Company
Nevada
$46.1K
SIS
343
Sound Income Strategies
Florida
$39.4K -$911 -12 -2%
EWM
344
Evermay Wealth Management
Virginia
$39K +$152 +2 +0.4%
OIA
345
Optimum Investment Advisors
Illinois
$37.3K
WT
346
Whittier Trust
California
$35.7K
NS
347
NBC Securities
Alabama
$35K +$37.9K +500 New
HR
348
Howe & Rusling
New York
$32.9K -$52.5K -692 -60%
GWSG
349
GPS Wealth Strategies Group
Colorado
$32.4K +$152 +2 +0.4%
CFD
350
Creative Financial Designs
Indiana
$30.1K +$20.3K +268 +174%

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.