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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
PCIG
26
Partners Capital Investment Group
Massachusetts
$23.8M +$16.4M +216,344 +185%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$23.7M -$1.79M -23,586 -7%
Citadel Advisors
28
Citadel Advisors
Florida
$19.8M +$18.4M +243,023 +706%
CA
29
CSM Advisors
Pennsylvania
$19.3M +$16.7K +220 +0.1%
RJA
30
Raymond James & Associates
Florida
$18.7M -$427K -5,627 -2%
FWIA
31
Fort Washington Investment Advisors
Ohio
$17M -$1.13M -14,912 -6%
LGWM
32
Litman Gregory Wealth Management
California
$15.4M +$284K +3,748 +2%
GSIS
33
Global Strategic Investment Solutions
Arizona
$14.4M -$288K -3,801 -2%
FG
34
Foster Group
Iowa
$13.9M +$725K +9,549 +5%
SRSA
35
S.R. Schill & Associates
Washington
$13.6M -$2.98M -39,232 -17%
Truist Financial
36
Truist Financial
North Carolina
$13.1M +$348K +4,588 +3%
NIM
37
NEOS Investment Management
Connecticut
$12.1M +$12.9M +169,500 New
Osaic Holdings
38
Osaic Holdings
Arizona
$11.2M +$1.7M +22,345 +17%
SWM
39
SigFig Wealth Management
California
$10.4M +$2M +26,343 +22%
WA
40
Waverly Advisors
Alabama
$10.4M +$152 +2 +0%
LIA
41
LBMC Investment Advisors
Tennessee
$10M -$199K -2,625 -2%
AWS
42
Atria Wealth Solutions
New York
$9.87M -$104K -1,368 -1%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$9.72M +$581K +7,657 +6%
Mariner
44
Mariner
Kansas
$9.27M +$193K +2,549 +2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$9.21M +$373K +4,910 +4%
LA
46
LVW Advisors
New York
$8.52M +$651K +8,581 +8%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$8.36M +$2.15M +28,283 +32%
APW
48
Austin Private Wealth
Texas
$8.26M -$966K -12,737 -10%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$8.12M -$103K -1,359 -1%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$8.09M +$2.27M +29,915 +36%

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.