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Vanguard Russell 2000 ETF

536 hedge funds and large institutions have $6.56B invested in Vanguard Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 219 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $1.98M

100% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 44

74% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 126

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

27% more capital invested

Capital invested by funds: $5.16B → $6.56B (+$1.4B)

8% more funds holding

Funds holding: 497536 (+39)

1.91% less ownership

Funds ownership: 58.88%56.97% (-1.9%)

Holders
536
Holders Change
+39
Holders Change %
+7.85%
% of All Funds
7.7%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
88
Increased
219
Reduced
126
Closed
44
Calls
$36.5M
Puts
$1.98M
Net Calls
+$34.6M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
26
Partners Capital Investment Group
Massachusetts
$27.8M +$144K +1,670 +0.5%
CA
27
CSM Advisors
Pennsylvania
$25.8M +$479K +5,532 +2%
Lido Advisors
28
Lido Advisors
California
$22.6M -$6.03M -69,700 -22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.6M +$21.9M +253,000 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$19.9M +$4.01M +46,379 +26%
Truist Financial
31
Truist Financial
North Carolina
$19.2M +$738K +8,533 +4%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$18.9M +$1.31M +15,110 +8%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$17.1M +$428K +4,947 +3%
SRSA
34
S.R. Schill & Associates
Washington
$16.3M -$551K -6,368 -3%
AWM
35
AE Wealth Management
Kansas
$16.1M +$566K +6,537 +4%
LGWM
36
Litman Gregory Wealth Management
California
$16.1M -$492K -5,691 -3%
AWS
37
Atria Wealth Solutions
New York
$15.9M +$5.15M +59,570 +50%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$15.8M -$99.4K -1,149 -0.6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$15.6M +$1.75M +20,222 +13%
MNBTD
40
Moody National Bank Trust Division
Texas
$15.2M +$5.06M +58,495 +52%
FG
41
Foster Group
Iowa
$14.8M -$967K -11,181 -6%
Deutsche Bank
42
Deutsche Bank
Germany
$14.2M +$12.5M +144,926 +1,019%
Cerity Partners
43
Cerity Partners
New York
$14.2M -$3.09M -35,718 -18%
Mariner
44
Mariner
Kansas
$13.2M +$414K +4,783 +3%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$302K +3,487 +2%
LIA
46
LBMC Investment Advisors
Tennessee
$13.1M +$36.1K +417 +0.3%
WA
47
Waverly Advisors
Alabama
$12.9M +$19.2K +222 +0.2%
Osaic Holdings
48
Osaic Holdings
Arizona
$12M +$1.5M +17,302 +15%
GSIS
49
Global Strategic Investment Solutions
Arizona
$11.9M +$628K +7,262 +6%
PF
50
Phoenix Financial
Israel
$11.7M +$5.15M +59,511 +84%

VTWO Hedge Fund Activity: Q3 2024 in Review

536 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2024, worth a combined $6.56B — up 27% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VTWO positions and 44 closed out — a net gain of 44 holders — while 219 added to existing stakes and 126 trimmed.

The largest buyer was Wells Fargo, adding an estimated $276M. The largest seller was Mirae Asset Global ETFs Holdings, exiting entirely with an estimated $229M sold.

  • 536 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2024, up from 497 in Q2 2024.
  • Funds reported $6.56B of Vanguard Russell 2000 ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 88 funds opened new Vanguard Russell 2000 ETF positions in Q3 2024 and 44 closed out, a net change of +44 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2024 was Wells Fargo, an estimated $276M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2024.