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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
MGIA
326
Moneta Group Investment Advisors
Missouri
$244K +$17K +211 +8%
PAA
327
Peregrine Asset Advisers
Oregon
$244K +$231K +2,868 New
Susquehanna International Group
328
Susquehanna International Group
Pennsylvania
$243K -$30.7M -380,746 -99%
CBFP
329
Cedar Brook Financial Partners
Ohio
$242K +$81 +1 +0%
DW
330
Dodds Wealth
Colorado
$241K +$1.85K +23 +0.8%
PEA
331
Park Edge Advisors
Ohio
$239K +$227K +2,815 New
ALC
332
Alexander Labrunerie & Co
Missouri
$237K +$225K +2,787 New
SEP
333
Southland Equity Partners
Missouri
$235K
BBHC
334
Brown Brothers Harriman & Co
New York
$234K -$6.37K -79 -3%
CW
335
CreativeOne Wealth
Kansas
$233K +$221K +2,741 New
SF
336
Synovus Financial
Georgia
$230K +$4.03K +50 +2%
SPC
337
Sigma Planning Corp
Michigan
$230K +$217K +2,698 New
EWM
338
Edge Wealth Management
New York
$227K
BDF
339
Black Diamond Financial
Maryland
$223K
CBT
340
Central Bank & Trust
Kentucky
$220K
SIA
341
Stegner Investment Associates
Kentucky
$217K +$205K +2,548 New
BAMG
342
Brand Asset Management Group
Missouri
$214K
CPRC
343
Consolidated Portfolio Review Corp
New York
$209K -$24.8K -308 -11%
TCM
344
Traynor Capital Management
Pennsylvania
$209K -$3.22K -40 -2%
EFG
345
Embree Financial Group
Illinois
$209K +$198K +2,460 New
HSA
346
HBK Sorce Advisory
Pennsylvania
$206K +$195K +2,422 New
EWA
347
EP Wealth Advisors
California
$206K +$58.8K +730 +43%
VF
348
Vawter Financial
Ohio
$204K +$194K +2,404 New
HPIA
349
Hamilton Point Investment Advisors
North Carolina
$203K -$32.2K -400 -14%
SC
350
Savant Capital
Illinois
$201K +$191K +2,366 New

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.