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
CCA
51
Cadent Capital Advisors
Oklahoma
$9.95M +$9.43M +116,975 New
MNBTD
52
Moody National Bank Trust Division
Texas
$8.81M -$7.66K -95 -0.1%
LMIM
53
Lockheed Martin Investment Management
Maryland
$8.51M -$806K -10,000 -9%
APW
54
Austin Private Wealth
Texas
$8.34M -$184K -2,287 -2%
LPAM
55
Lodestar Private Asset Management
California
$8.06M +$461K +5,716 +6%
Comerica Bank
56
Comerica Bank
Texas
$7.77M -$852K -10,575 -10%
FC
57
Fusion Capital
South Carolina
$7.72M +$164K +2,034 +2%
SW
58
SVB Wealth
Massachusetts
$7.65M +$3.77M +46,726 +108%
SWM
59
SigFig Wealth Management
California
$7.58M -$2.88M -35,764 -29%
MML Investors Services
60
MML Investors Services
Massachusetts
$7.41M -$12.5K -155 -0.2%
CAN
61
Cetera Advisor Networks
California
$7.27M +$130K +1,608 +2%
IOOF
62
Independent Order of Foresters
Ontario, Canada
$7.18M -$619K -7,676 -8%
PF
63
Phoenix Financial
Israel
$7.17M -$1.61M -20,005 -19%
Northern Trust
64
Northern Trust
Illinois
$6.92M -$1.54M -19,057 -19%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$6.83M +$413K +5,124 +7%
VT
66
Vise Technologies
New York
$6.81M +$202K +2,502 +3%
N
67
Nuveen
North Carolina
$6.72M -$206K -2,560 -3%
9WM
68
9258 Wealth Management
Ohio
$6.59M +$200K +2,483 +3%
PP
69
Pegasus Partners
Wisconsin
$6.12M -$695K -8,625 -11%
Loomis, Sayles & Company
70
Loomis, Sayles & Company
Massachusetts
$6.04M +$5.72M +71,000 New
FWTB
71
First Western Trust Bank
Colorado
$5.99M -$234K -2,900 -4%
SC
72
Scotia Capital
Ontario, Canada
$5.94M +$4.22M +52,337 +299%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$5.91M +$93.3K +1,157 +2%
GWSA
74
Global Wealth Strategies & Associates
Colorado
$5.84M +$5.53M +68,670 New
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$5.8M -$2.41M -29,954 -31%

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.