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Vanguard Russell 2000 ETF

581 hedge funds and large institutions have $6.59B invested in Vanguard Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 241 increasing their positions, 163 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.25M

48% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 163

6.05% more ownership

Funds ownership: 54.48%60.54% (+6.1%)

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

3% less funds holding

Funds holding: 600581 (-19)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

31% less capital invested

Capital invested by funds: $9.6B → $6.59B (-$3.01B)

Holders
581
Holders Change
-19
Holders Change %
-3.17%
% of All Funds
7.79%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
60
Increased
241
Reduced
163
Closed
65
Calls
$10.1M
Puts
$2.25M
Net Calls
+$7.82M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$22.7M +$2.84M +32,335 +13%
PCIG
27
Partners Capital Investment Group
Massachusetts
$22.4M +$12.3M +139,700 +101%
Lido Advisors
28
Lido Advisors
California
$22.2M -$970K -11,060 -4%
WA
29
Waverly Advisors
Alabama
$21M +$3.79M +43,144 +20%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$19.8M -$387K -4,411 -2%
A
31
Allianz
Germany
$18.7M +$20.4M +232,000 New
ANTB
32
AMG National Trust Bank
Colorado
$15M +$8.98M +102,320 +123%
N
33
Nuveen
North Carolina
$14.9M +$7.57M +86,330 +87%
SRSA
34
S.R. Schill & Associates
Washington
$14.8M +$738K +8,417 +5%
TPSF
35
Texas Permanent School Fund
Texas
$14.7M +$232K +2,641 +1%
SW
36
SVB Wealth
Massachusetts
$14.1M +$2.9M +33,069 +23%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$13.9M +$11.1M +126,375 +276%
AWM
38
AE Wealth Management
Kansas
$13.5M -$2.32M -26,421 -14%
MNBTD
39
Moody National Bank Trust Division
Texas
$13.5M +$122K +1,385 +0.8%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$12.9M -$1.02M -11,671 -7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$12.7M +$440K +5,012 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$12.6M -$1.9M -21,640 -12%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$12.4M -$2.92M -33,331 -18%
LIA
44
LBMC Investment Advisors
Tennessee
$12M +$4.21K +48 +0%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$11.4M -$4.88M -55,636 -28%
GWSA
46
Global Wealth Strategies & Associates
Colorado
$11.3M +$586K +6,683 +5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$11.1M +$1.17M +13,328 +11%
CVA
48
Central Valley Advisors
California
$10.7M +$779K +8,882 +7%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$10.4M +$4.42M +50,324 +60%
Cerity Partners
50
Cerity Partners
New York
$10.2M -$2.78M -31,724 -20%

VTWO Hedge Fund Activity: Q1 2025 in Review

581 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2025, worth a combined $6.59B — down 31% from $9.6B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of VTWO and 60 opened new positions — a net loss of 5 holders — while 163 trimmed existing stakes and 241 added.

The largest buyer was Jones Financial Companies, adding an estimated $363M. The largest seller was UBS Group, cutting an estimated $26.3M.

  • 581 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2025, down from 600 in Q4 2024.
  • Funds reported $6.59B of Vanguard Russell 2000 ETF stock for Q1 2025, down 31% quarter-over-quarter.
  • 60 funds opened new Vanguard Russell 2000 ETF positions in Q1 2025 and 65 closed out, a net change of -5 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $363M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2025 was UBS Group, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.