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Vanguard Russell 2000 ETF

411 hedge funds and large institutions have $4.04B invested in Vanguard Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $1.41M

40% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 116

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

4% more capital invested

Capital invested by funds: $3.88B → $4.04B (+$160M)

1% more funds holding

Funds holding: 408411 (+3)

0.12% more ownership

Funds ownership: 65.91%66.03% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
162
Reduced
116
Closed
45
Calls
$3.56M
Puts
$1.41M
Net Calls
+$2.15M
Net Calls Change
-$925K
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
51
Independent Order of Foresters
Ontario, Canada
$6.96M
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$6.71M +$222K +3,077 +4%
VT
53
Vise Technologies
New York
$6.64M +$1.12M +15,539 +22%
FC
54
Fusion Capital
South Carolina
$6.6M -$166K -2,308 -3%
PF
55
Phoenix Financial
Israel
$6.34M +$3.15M +43,670 +109%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$6.28M +$1.03M +14,321 +21%
MML Investors Services
57
MML Investors Services
Massachusetts
$6.04M -$1.36M -18,839 -19%
AAS
58
Avantax Advisory Services
Texas
$6.03M +$245K +3,395 +4%
CAN
59
Cetera Advisor Networks
California
$5.95M -$229K -3,178 -4%
CCB
60
Country Club Bank
Missouri
$5.72M +$240K +3,335 +5%
9WM
61
9258 Wealth Management
Ohio
$5.68M -$350K -4,860 -6%
GP
62
Girard Partners
Pennsylvania
$5.5M +$754K +10,464 +17%
MWM
63
Merriman Wealth Management
Washington
$5.42M +$5.16M +71,622 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$5.42M +$1.26M +17,519 +32%
Brown Advisory
65
Brown Advisory
Maryland
$5.36M +$144 +2 +0%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$5.34M +$92.9K +1,290 +2%
1WM
67
1900 Wealth Management
Texas
$5.1M +$594K +8,245 +14%
FWTB
68
First Western Trust Bank
Colorado
$4.98M -$1.92M -26,620 -29%
William Blair & Company
69
William Blair & Company
Illinois
$4.87M +$64K +888 +1%
FCAM
70
First Citizens Asset Management
North Carolina
$4.68M -$1.05M -14,603 -19%
FTA
71
Financial & Tax Architects
Missouri
$4.49M -$232K -3,224 -5%
HIG
72
Heritage Investment Group
Florida
$4.31M -$52.1K -723 -1%
ONB
73
Old National Bancorp
Indiana
$4.28M -$1.31M -18,197 -24%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$4.15M -$1.36M -18,860 -26%
SW
75
Simplicity Wealth
New Jersey
$4.15M -$114K -1,585 -3%

VTWO Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2023, worth a combined $4.04B — up 4.1% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VTWO positions and 45 closed out — a net gain of 6 holders — while 162 added to existing stakes and 116 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $65.6M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 411 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2023, up from 408 in Q1 2023.
  • Funds reported $4.04B of Vanguard Russell 2000 ETF stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 51 funds opened new Vanguard Russell 2000 ETF positions in Q2 2023 and 45 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $65.6M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2023 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.