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Vanguard Russell 2000 ETF

411 hedge funds and large institutions have $4.04B invested in Vanguard Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $1.41M

40% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 116

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

4% more capital invested

Capital invested by funds: $3.88B → $4.04B (+$160M)

1% more funds holding

Funds holding: 408411 (+3)

0.12% more ownership

Funds ownership: 65.91%66.03% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
162
Reduced
116
Closed
45
Calls
$3.56M
Puts
$1.41M
Net Calls
+$2.15M
Net Calls Change
-$925K
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$19.2M -$1.33M -18,479 -7%
SRSA
27
S.R. Schill & Associates
Washington
$17.4M +$3.37M +46,803 +26%
LGWM
28
Litman Gregory Wealth Management
California
$16M +$15.2M +211,269 New
GSIS
29
Global Strategic Investment Solutions
Arizona
$15.6M +$1.24M +17,276 +9%
FG
30
Foster Group
Iowa
$14M +$1.75M +24,253 +15%
Truist Financial
31
Truist Financial
North Carolina
$13.6M +$655K +9,094 +5%
LIA
32
LBMC Investment Advisors
Tennessee
$11.2M +$7.42K +103 +0.1%
WA
33
Waverly Advisors
Alabama
$11M -$82.7K -1,148 -0.8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$10.9M +$106K +1,475 +1%
AWS
35
Atria Wealth Solutions
New York
$10.5M +$1.47M +20,427 +17%
Jane Street
36
Jane Street
New York
$10.3M +$8.87M +123,077 +953%
Osaic Holdings
37
Osaic Holdings
Arizona
$10.2M +$1.95M +27,048 +25%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$9.71M +$1.12M +15,586 +14%
APW
39
Austin Private Wealth
Texas
$9.71M -$37.6M -521,847 -80%
Mariner
40
Mariner
Kansas
$9.62M +$6M +83,211 +189%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9.38M +$281K +3,897 +3%
Cerity Partners
42
Cerity Partners
New York
$9.2M +$3.72M +51,680 +74%
SWM
43
SigFig Wealth Management
California
$9.03M +$402K +5,573 +5%
PCIG
44
Partners Capital Investment Group
Massachusetts
$8.86M +$4.23M +58,708 +100%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$8.7M -$247K -3,430 -3%
LA
46
LVW Advisors
New York
$8.37M +$452K +6,269 +6%
LMIM
47
Lockheed Martin Investment Management
Maryland
$8.32M
CIBC World Market
48
CIBC World Market
Ontario, Canada
$7.97M +$179K +2,487 +2%
MNBTD
49
Moody National Bank Trust Division
Texas
$7.33M +$1.46M +20,216 +26%
PP
50
Pegasus Partners
Wisconsin
$7.1M +$27.8K +386 +0.4%

VTWO Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2023, worth a combined $4.04B — up 4.1% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VTWO positions and 45 closed out — a net gain of 6 holders — while 162 added to existing stakes and 116 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $65.6M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 411 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2023, up from 408 in Q1 2023.
  • Funds reported $4.04B of Vanguard Russell 2000 ETF stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 51 funds opened new Vanguard Russell 2000 ETF positions in Q2 2023 and 45 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $65.6M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2023 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.