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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
CT
426
Colonial Trust
South Carolina
$13.4K
AWM
427
Angeles Wealth Management
California
$13.3K
HWM
428
HighMark Wealth Management
Minnesota
$13K
MG
429
Mather Group
Illinois
$13K +$12.9K +160 New
BlackRock
430
BlackRock
New York
$11.8K +$11.2K +139 New
NS
431
NBC Securities
Alabama
$11K -$13.7K -170 -57%
BAM
432
Bellevue Asset Management
Washington
$11K +$10.5K +130 New
LI
433
LRI Investments
Florida
$10.8K +$10.2K +127 New
AAG
434
Armstrong Advisory Group
Massachusetts
$10.7K
DRS
435
Deane Retirement Strategies
Louisiana
$10.6K +$10.1K +125 New
EWA
436
EverSource Wealth Advisors
Alabama
$9.82K +$4.84K +60 +94%
RP
437
Rice Partnership
Hawaii
$9.44K +$8.95K +111 New
IIL
438
Insight Inv LLC
California
$9.19K
CP
439
Castleview Partners
Texas
$8.76K +$8.3K +103 New
AEPWM
440
Atlantic Edge Private Wealth Management
Florida
$8.51K
PIS
441
POM Investment Strategies
North Carolina
$8.51K +$8.06K +100 New
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$7.43K
FWA
443
FSC Wealth Advisors
New York
$6.76K
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$6.63K +$6.29K +78 New
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$4.59K
IRC
446
Investors Research Corp
Georgia
$4.42K -$6.61K -82 -61%
HWA
447
HHM Wealth Advisors
Tennessee
$4.17K +$3.95K +49 New
PB
448
Pinnacle Bancorp
Nebraska
$4K -$242 -3 -6%
GWANC
449
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.83K
SS
450
Sunbelt Securities
Texas
$3.57K

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.