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Vanguard Russell 2000 ETF
VTWO

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: 10 → 10 (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: 411 → 407 (-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

Top Buyers

Rank Fund Capital Flow
1
Natixis Advisors
Natixis Advisors
Massachusetts
+$64.1M
2
Franklin Resources
Franklin Resources
California
+$44.7M
3
Bank of America
Bank of America
North Carolina
+$38.7M
4
LMIM
Lockheed Martin Investment Management
Maryland
+$30.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$88.9M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$41.5M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
Jane Street
Jane Street
New York
-$7.49M
5
MWM
Merriman Wealth Management
Washington
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$6.33K – – –
FWA
377
FSC Wealth Advisors
New York
$5.63K – – –
EWA
378
EverSource Wealth Advisors
Alabama
$4.57K – – –
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$3.86K -$3.64K -48 -47%
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
$3.5K +$3.72K +49 New
PB
381
Pinnacle Bancorp
Nebraska
$3.43K -$531 -7 -13%
GWANC
382
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.21K +$3.41K +45 New
SS
383
Sunbelt Securities
Texas
$3K +$3.19K +42 New
GCM
384
Gables Capital Management
Florida
$2.57K +$2.73K +36 New
WWM
385
Wolff Wiese Magana
California
$2.14K +$2.28K +30 New
MA
386
Montag & Associates
Georgia
$1.81K – – –
CIA
387
Cape Investment Advisory
Georgia
$1.79K – – –
CTA
388
Colonial Trust Advisors
South Carolina
$1.72K – – –
FPFS
389
First Personal Financial Services
North Carolina
$1.36K – – –
NFSG
390
Newbridge Financial Services Group
Florida
$1.14K -$25.1K -331 -95%
TAM
391
Tucker Asset Management
Colorado
$1.14K – – –
FWP
392
FAS Wealth Partners
Kansas
$1.08K +$1.14K +15 New
KFI
393
Key Financial Inc
Pennsylvania
$1.07K – – –
FCA
394
FinTrust Capital Advisors
South Carolina
$1K +$1.06K +14 New
AA
395
AlphaMark Advisors
Kentucky
$1K – – –
FMP
396
Financial Management Professionals
Texas
$1K – – –
KFS
397
Kelly Financial Services
Massachusetts
$936 – – –
RG
398
Retirement Group
California
$929 – – –
Citigroup
399
Citigroup
New York
$857 +$911 +12 New
AssetMark Inc
400
AssetMark Inc
California
$786 -$1.44K -19 -63%
14 15
16
17 18

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.