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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
GCM
451
Gables Capital Management
Florida
$3.06K
M
452
MOTCO
Texas
$2.98K +$2.82K +35 New
HGERS
453
Householder Group Estate & Retirement Specialist
Arizona
$2.89K
BWP
454
Baldwin Wealth Partners
Massachusetts
$2.81K -$12.3K -152 -82%
LF
455
LifeSteps Financial
California
$2.81K +$2.66K +33 New
WWM
456
Wolff Wiese Magana
California
$2.55K
CIA
457
Cape Investment Advisory
Georgia
$2.13K -$3.22K -40 -62%
NL
458
NVWM LLC
Pennsylvania
$2.13K +$2.02K +25 New
CTA
459
Colonial Trust Advisors
South Carolina
$2.04K
GEA
460
Glen Eagle Advisors
New Jersey
$1.79K +$1.69K +21 New
AssetMark Inc
461
AssetMark Inc
California
$1.7K -$160K -1,987 -99%
FPFS
462
First Personal Financial Services
North Carolina
$1.62K
NFSG
463
Newbridge Financial Services Group
Florida
$1.36K
KFI
464
Key Financial Inc
Pennsylvania
$1.28K
FCA
465
FinTrust Capital Advisors
South Carolina
$1.19K
RG
466
Retirement Group
California
$1.11K
CPBTD
467
Central Pacific Bank - Trust Division
Hawaii
$1.01K +$967 +12 New
SC
468
SouthState Corp
Florida
$851 -$1.93K -24 -71%
OWA
469
Opal Wealth Advisors
New York
$596 +$564 +7 New
DSC
470
Duncker Streett & Co
Missouri
$595
HIA
471
Harbor Investment Advisory
Maryland
$595 +$242 +3 +75%
SA
472
Scarborough Advisors
Maryland
$428
CFO
473
CVA Family Office
Colorado
$425
OC
474
Oakworth Capital
Alabama
$340 +$322 +4 New
DWM
475
Dogwood Wealth Management
Kansas
$264 -$161 -2 -40%

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.