We are live on ! Find out more
VTWO icon

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
Lido Advisors
26
Lido Advisors
California
$28.4M -$2.14M -26,594 -7%
RJA
27
Raymond James & Associates
Florida
$25.2M +$3.2M +39,761 +16%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$19.8M +$6.55M +81,308 +54%
AWM
29
AE Wealth Management
Kansas
$19.5M -$21.4M -265,000 -54%
Cerity Partners
30
Cerity Partners
New York
$18.9M +$2.99M +37,135 +20%
LGWM
31
Litman Gregory Wealth Management
California
$18.1M -$47.2K -586 -0.3%
FG
32
Foster Group
Iowa
$17.4M +$734K +9,106 +5%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$17.4M +$2.24M +27,733 +16%
Truist Financial
34
Truist Financial
North Carolina
$17.3M +$1.06M +13,155 +7%
Citigroup
35
Citigroup
New York
$17M +$16.1M +199,705 New
SRSA
36
S.R. Schill & Associates
Washington
$15.7M -$531K -6,584 -3%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$15.3M +$5.58M +69,216 +62%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$15M +$7.4M +91,754 +109%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$14.4M -$312K -3,869 -2%
LIA
40
LBMC Investment Advisors
Tennessee
$13.2M +$6.13K +76 +0%
PCIG
41
Partners Capital Investment Group
Massachusetts
$13.2M -$14.5M -179,973 -54%
WA
42
Waverly Advisors
Alabama
$12.4M -$118K -1,460 -1%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$12M +$325K +4,027 +3%
GSIS
44
Global Strategic Investment Solutions
Arizona
$12M -$3.17M -39,386 -22%
LA
45
LVW Advisors
New York
$11.8M +$13.7K +170 +0.1%
AWS
46
Atria Wealth Solutions
New York
$11.7M +$408K +5,059 +4%
Mariner
47
Mariner
Kansas
$11.7M +$496K +6,151 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$10.5M -$2.31M -28,645 -19%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$10.4M +$2.3M +28,485 +31%
Osaic Holdings
50
Osaic Holdings
Arizona
$10.1M -$768K -9,534 -7%

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.