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Vanguard Russell 2000 ETF

536 hedge funds and large institutions have $6.56B invested in Vanguard Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 219 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $1.98M

100% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 44

74% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 126

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

27% more capital invested

Capital invested by funds: $5.16B → $6.56B (+$1.4B)

8% more funds holding

Funds holding: 497536 (+39)

1.91% less ownership

Funds ownership: 58.88%56.97% (-1.9%)

Holders
536
Holders Change
+39
Holders Change %
+7.85%
% of All Funds
7.7%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
88
Increased
219
Reduced
126
Closed
44
Calls
$36.5M
Puts
$1.98M
Net Calls
+$34.6M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$11.5M +$7.41M +85,620 +198%
GWSA
52
Global Wealth Strategies & Associates
Colorado
$11.2M +$3.08M +35,620 +40%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$10.8M +$382K +4,414 +4%
LA
54
LVW Advisors
New York
$10.8M -$1.92M -22,247 -16%
CCA
55
Cadent Capital Advisors
Oklahoma
$10.5M +$589K +6,807 +6%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$10.3M +$3M +34,689 +43%
SWA
57
Stratos Wealth Advisors
Ohio
$9.83M -$520K -6,015 -5%
LPAM
58
Lodestar Private Asset Management
California
$9.24M +$282K +3,263 +3%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$9.08M -$946K -10,936 -10%
LMIM
60
Lockheed Martin Investment Management
Maryland
$8.94M
SC
61
Scotia Capital
Ontario, Canada
$8.87M +$1.16M +13,355 +16%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$8.62M +$1.08M +12,533 +15%
FC
63
Fusion Capital
South Carolina
$8.35M +$175K +2,025 +2%
PWP
64
PrairieView Wealth Partners
Illinois
$8.3M -$2.06M -23,811 -20%
1WM
65
1900 Wealth Management
Texas
$8.25M +$3.61M +41,689 +82%
SWM
66
Segment Wealth Management
Texas
$7.76M +$7.51M +86,792 New
EWA
67
EP Wealth Advisors
California
$7.54M +$7.08M +81,872 +3,225%
VT
68
Vise Technologies
New York
$7.17M -$386K -4,460 -5%
Comerica Bank
69
Comerica Bank
Texas
$7.06M -$608K -7,026 -8%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$6.68M +$52.7K +609 +0.8%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$6.55M +$705K +8,153 +13%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$6.51M +$205K +2,371 +3%
ZIG
73
Zuckerman Investment Group
Illinois
$6.47M +$1.64K +19 +0%
9WM
74
9258 Wealth Management
Ohio
$6.32M -$184K -2,122 -3%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$6.22M +$1.77M +20,466 +42%

VTWO Hedge Fund Activity: Q3 2024 in Review

536 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2024, worth a combined $6.56B — up 27% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VTWO positions and 44 closed out — a net gain of 44 holders — while 219 added to existing stakes and 126 trimmed.

The largest buyer was Wells Fargo, adding an estimated $276M. The largest seller was Mirae Asset Global ETFs Holdings, exiting entirely with an estimated $229M sold.

  • 536 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2024, up from 497 in Q2 2024.
  • Funds reported $6.56B of Vanguard Russell 2000 ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 88 funds opened new Vanguard Russell 2000 ETF positions in Q3 2024 and 44 closed out, a net change of +44 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2024 was Wells Fargo, an estimated $276M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2024.