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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
BSWA
376
Bromfield Sneider Wealth Advisors
Massachusetts
$93.8K +$88.8K +1,102 New
CFGS
377
Concourse Financial Group Securities
Alabama
$86.1K +$1.45K +18 +2%
LFASL
378
Lugano Financial Advisors SA (LFA)
Switzerland
$85.1K
HNB
379
Hilltop National Bank
Wyoming
$83.5K +$79.1K +982 New
CJ
380
Caitlin John
Michigan
$80.4K +$76.2K +946 New
CWC
381
Carolinas Wealth Consulting
North Carolina
$76.7K -$8.22K -102 -10%
AA
382
Ancora Advisors
Ohio
$76.6K -$322 -4 -0.4%
CAL
383
Capital Advisors Ltd
Ohio
$75K
HR
384
Howe & Rusling
New York
$73.7K -$24.7K -307 -26%
LFG
385
Larson Financial Group
Missouri
$71K +$1.29K +16 +2%
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$70K +$25.1K +311 +61%
FP
387
Financial Perspectives
Minnesota
$65.4K +$81 +1 +0.1%
ITIM
388
Indiana Trust & Investment Management
Indiana
$61.2K
SIC
389
Salem Investment Counselors
North Carolina
$59.5K
FFO
390
Fortitude Family Office
Arizona
$57.7K +$161 +2 +0.3%
BHWM
391
Beaird Harris Wealth Management
Texas
$57.5K +$81 +1 +0.1%
NP
392
NorthRock Partners
Minnesota
$56.2K +$725 +9 +1%
FMP
393
Financial Management Professionals
Texas
$55K +$51.2K +635 +7,938%
WTC
394
WhitTier Trust Company
Nevada
$54.9K
HNB
395
Huntington National Bank
Ohio
$48.1K
EWM
396
Evermay Wealth Management
Virginia
$46.8K +$81 +1 +0.2%
CFD
397
Creative Financial Designs
Indiana
$45.8K +$30.1K +374 +228%
NB
398
NBT Bank
New York
$45.5K +$7.9K +98 +22%
GWSG
399
GPS Wealth Strategies Group
Colorado
$45.2K +$6.13K +76 +17%
OIA
400
Optimum Investment Advisors
Illinois
$44.4K

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.