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Vanguard Russell 2000 ETF

497 hedge funds and large institutions have $5.16B invested in Vanguard Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 174 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $3.53M | Put options by funds: $1.66M

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 143

4% more funds holding

Funds holding: 477497 (+20)

5.72% less ownership

Funds ownership: 64.6%58.88% (-5.7%)

13% less capital invested

Capital invested by funds: $5.94B → $5.16B (-$778M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
497
Holders Change
+20
Holders Change %
+4.19%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
61
Increased
174
Reduced
143
Closed
34
Calls
$3.53M
Puts
$1.66M
Net Calls
+$1.87M
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
51
Moody National Bank Trust Division
Texas
$9.19M +$701K +8,573 +8%
CCA
52
Cadent Capital Advisors
Oklahoma
$9.07M -$517K -6,320 -5%
SW
53
SVB Wealth
Massachusetts
$8.83M +$1.45M +17,794 +20%
LPAM
54
Lodestar Private Asset Management
California
$8.21M +$437K +5,349 +6%
LMIM
55
Lockheed Martin Investment Management
Maryland
$8.2M
NHFG
56
New Harbor Financial Group
Massachusetts
$7.56M +$3.97M +48,550 +111%
FC
57
Fusion Capital
South Carolina
$7.49M +$50.4K +617 +0.7%
GWSA
58
Global Wealth Strategies & Associates
Colorado
$7.37M +$1.73M +21,199 +31%
Comerica Bank
59
Comerica Bank
Texas
$7.05M -$441K -5,389 -6%
SC
60
Scotia Capital
Ontario, Canada
$7.04M +$1.31M +16,082 +23%
VT
61
Vise Technologies
New York
$6.95M +$381K +4,662 +6%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$6.88M +$304K +3,713 +5%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$6.62M +$6.6M +80,761 New
CAAM
64
Cornerstone Advisors Asset Management
Pennsylvania
$6.34M +$872K +10,661 +16%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$6.08M +$492K +6,014 +9%
9WM
66
9258 Wealth Management
Ohio
$5.97M -$380K -4,648 -6%
ZIG
67
Zuckerman Investment Group
Illinois
$5.93M +$870K +10,639 +17%
KWAG
68
Kiely Wealth Advisory Group
North Carolina
$5.89M +$305K +3,736 +6%
PF
69
Phoenix Financial
Israel
$5.83M -$1.08M -13,225 -16%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$5.78M +$79.3K +970 +1%
FWTB
71
First Western Trust Bank
Colorado
$5.53M -$241K -2,943 -4%
APW
72
Austin Private Wealth
Texas
$5.44M -$2.78M -33,951 -34%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$5.34M +$387K +4,729 +8%
PCG
74
Prosperity Consulting Group
Maryland
$5.1M -$85.9K -1,051 -2%
LWM
75
LJI Wealth Management
Indiana
$4.87M +$4.86M +59,454 New

VTWO Hedge Fund Activity: Q2 2024 in Review

497 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2024, worth a combined $5.16B — down 13% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VTWO positions and 34 closed out — a net gain of 27 holders — while 174 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $145M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $449M sold.

  • 497 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2024, up from 477 in Q1 2024.
  • Funds reported $5.16B of Vanguard Russell 2000 ETF stock for Q2 2024, down 13% quarter-over-quarter.
  • 61 funds opened new Vanguard Russell 2000 ETF positions in Q2 2024 and 34 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2024 was Bank of America, an estimated $145M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2024 was Mirae Asset Global Investments, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2024.