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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
OLVIG
401
Oliver Lagore Vanvalin Investment Group
Michigan
$44.4K -$30.8K -382 -42%
CA
402
Clearstead Advisors
Ohio
$42.5K
FGAM
403
Financial Gravity Asset Management
Texas
$36.3K +$17.7K +219 +100%
HBW
404
Hazlett, Burt & Watson
West Virginia
$34K
SIS
405
Sound Income Strategies
Florida
$33K -$2.74K -34 -8%
HDIM
406
Hanson & Doremus Investment Management
Vermont
$33K
CIAS
407
Capital Investment Advisory Services
North Carolina
$31.8K
GWM
408
Geneos Wealth Management
Colorado
$31.6K +$12K +149 +67%
BFPW
409
BOK Financial Private Wealth
Colorado
$31.4K +$29K +360 +4,000%
CA
410
CoreCap Advisors
Michigan
$30.9K +$29.3K +363 New
GM
411
GeoWealth Management
Illinois
$28.8K -$242 -3 -0.9%
NCM
412
Northwest Capital Management
Oregon
$28K
RIL
413
Rothschild Investment LLC
Illinois
$26.9K +$3.71K +46 +17%
ACA
414
Atlas Capital Advisors
Wyoming
$26.9K +$9.43K +117 +59%
VCM
415
Versant Capital Management
Arizona
$25.9K
MHR
416
Matthew Hamilton Rosenberg
$25.2K +$24.1K +299 New
TFGT
417
TS Financial Group (TSFG)
Illinois
$20K
PS
418
Principal Securities
Iowa
$20K -$7.9K -98 -29%
RS
419
Rakuten Securities
Japan
$17.4K +$16.4K +204 New
FWM
420
FSA Wealth Management
Massachusetts
$16.7K
GRP
421
Global Retirement Partners
California
$15.8K -$60.5K -750 -80%
AF
422
Allworth Financial
California
$15.1K -$564 -7 -4%
AW
423
Avion Wealth
Texas
$15K +$13.4K +166 New
CAM
424
Costello Asset Management
Pennsylvania
$14.9K +$14.1K +175 New
APC
425
Aspire Private Capital
North Carolina
$14.5K

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.