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Vanguard Russell 2000 ETF

600 hedge funds and large institutions have $9.6B invested in Vanguard Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 238 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 39

60% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 149

46% more capital invested

Capital invested by funds: $6.56B → $9.6B (+$3.04B)

24% more call options, than puts

Call options by funds: $7.42M | Put options by funds: $5.97M

12% more funds holding

Funds holding: 536600 (+64)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.48% less ownership

Funds ownership: 56.97%54.48% (-2.5%)

Holders
600
Holders Change
+64
Holders Change %
+11.94%
% of All Funds
7.9%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.22%
New
112
Increased
238
Reduced
149
Closed
39
Calls
$7.42M
Puts
$5.97M
Net Calls
+$1.46M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CSM Advisors
Pennsylvania
$33.3M +$7.77M +84,198 +29%
Lido Advisors
27
Lido Advisors
California
$25.6M +$3.06M +33,163 +13%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$22.3M +$3.57M +38,675 +18%
Truist Financial
29
Truist Financial
North Carolina
$22.2M +$3.09M +33,516 +16%
WA
30
Waverly Advisors
Alabama
$19.4M +$6.64M +71,998 +50%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$17.6M +$500K +5,417 +3%
AWM
32
AE Wealth Management
Kansas
$17.3M +$1.22M +13,180 +7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$16.8M +$1.21M +13,096 +8%
TPSF
34
Texas Permanent School Fund
Texas
$16M -$154M -1,674,299 -90%
Osaic Holdings
35
Osaic Holdings
Arizona
$15.9M +$4.01M +43,433 +32%
SRSA
36
S.R. Schill & Associates
Washington
$15.6M -$673K -7,294 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$15.3M -$483K -5,238 -3%
Deutsche Bank
38
Deutsche Bank
Germany
$15M +$789K +8,556 +5%
MNBTD
39
Moody National Bank Trust Division
Texas
$14.8M -$481K -5,210 -3%
Cerity Partners
40
Cerity Partners
New York
$14.2M -$23.2K -251 -0.2%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$561K +6,081 +4%
LIA
42
LBMC Investment Advisors
Tennessee
$13.3M +$249K +2,698 +2%
LGWM
43
Litman Gregory Wealth Management
California
$12.7M -$3.44M -37,268 -21%
SW
44
SVB Wealth
Massachusetts
$12.7M +$9.82M +106,429 +297%
AWS
45
Atria Wealth Solutions
New York
$12.7M -$3.36M -36,470 -20%
PCIG
46
Partners Capital Investment Group
Massachusetts
$12.4M -$15.9M -172,816 -55%
GWSA
47
Global Wealth Strategies & Associates
Colorado
$11.9M +$740K +8,022 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$11.4M +$653K +7,082 +6%
CCA
49
Cadent Capital Advisors
Oklahoma
$11.3M +$849K +9,202 +8%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$11.2M +$2.61M +28,344 +29%

VTWO Hedge Fund Activity: Q4 2024 in Review

600 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2024, worth a combined $9.6B — up 46% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTWO positions and 39 closed out — a net gain of 73 holders — while 238 added to existing stakes and 149 trimmed.

The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Texas Permanent School Fund, cutting an estimated $154M.

  • 600 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2024, up from 536 in Q3 2024.
  • Funds reported $9.6B of Vanguard Russell 2000 ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 112 funds opened new Vanguard Russell 2000 ETF positions in Q4 2024 and 39 closed out, a net change of +73 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2024 was Bank of America, an estimated $123M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2024 was Texas Permanent School Fund, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2024.