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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
PMFA
401
Plante Moran Financial Advisors
Michigan
$572 +$607 +8 New
DSC
402
Duncker Streett & Co
Missouri
$500
Legacy Financial Group (Iowa)
403
Legacy Financial Group (Iowa)
Iowa
$429 +$455 +6 New
AAG
404
Armstrong Advisory Group
Massachusetts
$358 +$379 +5 New
HIA
405
Harbor Investment Advisory
Maryland
$286
RF
406
Robbins Farley
New Hampshire
$72
MWM
407
Merriman Wealth Management
Washington
-$5.42M -71,622 Closed
SS
408
Simplicity Solutions
Minnesota
-$4.15M -54,838 Closed
V
409
Veritable
Delaware
-$2.79M -36,954 Closed
AWA
410
Arete Wealth Advisors
Illinois
-$2.18M -28,799 Closed
AP
411
Arlington Partners
Alabama
-$1.85M -24,500 Closed
GIM
412
Goelzer Investment Management
Indiana
-$1.08M -14,216 Closed
HAS
413
HBW Advisory Services
California
-$828K -10,945 Closed
HFRG
414
Houlihan Financial Resource Group
Virginia
-$523K -7,254 Closed
EFS
415
Econ Financial Services
Pennsylvania
-$505K -6,675 Closed
BBA
416
Braun-Bostich & Associates
Pennsylvania
-$494K -6,527 Closed
HWAM
417
Hennion & Walsh Asset Management
New Jersey
-$384K -5,084 Closed
UCFA
418
United Capital Financial Advisors
Texas
-$287K -3,794 Closed
VAS
419
Vestmark Advisory Solutions
Massachusetts
-$272K -3,599 Closed
CWP
420
CFM Wealth Partners
Texas
-$242K -3,200 Closed
RA
421
Resolute Advisors
California
-$224K -2,960 Closed
SF
422
Synovus Financial
Georgia
-$213K -2,821 Closed
HPIA
423
Hamilton Point Investment Advisors
North Carolina
-$211K -2,790 Closed
CPRC
424
Consolidated Portfolio Review Corp
New York
-$209K -2,770 Closed
SEP
425
Southland Equity Partners
Missouri
-$209K -2,758 Closed

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.