We are live on ! Find out more
VTWO icon

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
TPCW
351
TD Private Client Wealth
New York
$201K +$84.5K +1,049 +80%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$193K +$185K +2,292 New
QPBE
353
Quintet Private Bank (Europe)
Luxembourg
$191K -$23.6K -293 -13%
FFC
354
First Financial Corp
Indiana
$191K +$181K +2,246 New
ACA
355
Aptus Capital Advisors
Alabama
$188K +$175K +2,167 +4,816%
RPCA
356
Running Point Capital Advisors
California
$183K
B
357
Birchbrook
Maine
$166K +$322 +4 +0.2%
NRC
358
New Republic Capital
North Carolina
$166K -$273K -3,385 -63%
BTI
359
Blue Trust Inc
Georgia
$160K +$13.4K +166 +10%
WP
360
WealthShield Partners
North Carolina
$157K +$4.11K +51 +3%
SPIA
361
Steward Partners Investment Advisory
New York
$156K +$322 +4 +0.2%
SWM
362
Spire Wealth Management
Virginia
$151K +$161 +2 +0.1%
RFG
363
RFP Financial Group
Georgia
$149K -$277K -3,434 -66%
HI
364
Harbour Investments
Wisconsin
$148K -$242 -3 -0.2%
CF
365
Centaurus Financial
California
$138K
NA
366
NewEdge Advisors
Louisiana
$133K -$36.3K -450 -22%
MFA
367
McClarren Financial Advisors
Pennsylvania
$131K +$6.45K +80 +6%
FFA
368
Farther Finance Advisors
California
$131K +$13.8K +171 +12%
AIM
369
Arcadia Investment Management
Michigan
$119K
RAM
370
Ramirez Asset Management
New York
$113K
APW
371
Acima Private Wealth
Virginia
$108K
FHA
372
First Horizon Advisors
Tennessee
$105K +$6.29K +78 +7%
ATC
373
Adirondack Trust Company
New York
$104K
NSIM
374
North Star Investment Management
Illinois
$102K +$97K +1,203 New
PA
375
Pineridge Advisors
Missouri
$101K -$33.9K -420 -26%

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.