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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
BDF
426
Black Diamond Financial
Maryland
-$206K -2,728 Closed
CW
427
CreativeOne Wealth
Kansas
-$205K -2,712 Closed
CCA
428
Childress Capital Advisors
Texas
-$204K -2,700 Closed
FDCC
429
Foster Dykema Cabot & Co
Massachusetts
-$193K -2,553 Closed
Kayne Anderson Rudnick Investment Management
430
Kayne Anderson Rudnick Investment Management
California
-$158K -2,085 Closed
SFSG
431
Sound Financial Strategies Group
Mississippi
-$95.7K -1,266 Closed
ODG
432
O'Dell Group
Ohio
-$70.6K -934 Closed
FBC
433
Fairfield, Bush & Co
Connecticut
-$59K -780 Closed
TFP
434
Tilia Fiduciary Partners
North Carolina
-$31.7K -419 Closed
CG
435
Cutler Group
California
-$23.2K -306 Closed
RIA
436
Realta Investment Advisors
Delaware
-$11.3K -150 Closed
PA
437
PSI Advisors
Florida
-$8.32K -110 Closed
FA
438
Faithward Advisors
Pennsylvania
-$8.34K -108 Closed
OC
439
Oakworth Capital
Alabama
-$7.79K -103 Closed
IPW
440
Impact Partnership Wealth
Georgia
-$4.76K -63 Closed
MRCM
441
M&R Capital Management
New Jersey
-$3.71K -49 Closed
NMG
442
New Millennium Group
Utah
-$2.27K -30 Closed
CAS
443
Coppell Advisory Solutions
Texas
-$1.89K -25 Closed
GWM
444
Geneos Wealth Management
Colorado
-$1.06K -14 Closed
CFFP
445
Center for Financial Planning
Michigan
-$984 -13 Closed
CFO
446
CVA Family Office
Colorado
-$378 -5 Closed
MG
447
Mather Group
Illinois
-$378 -5 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.