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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
SS
76
Simplicity Solutions
Minnesota
$4.15M +$3.95M +54,838 New
CAAM
77
Cornerstone Advisors Asset Management
Pennsylvania
$4.05M +$853K +11,844 +28%
AP
78
Adero Partners
California
$4M -$84.9K -1,178 -2%
Northern Trust
79
Northern Trust
Illinois
$3.97M -$4.9K -68 -0.1%
DADC
80
D.A. Davidson & Co
Montana
$3.92M +$31.9K +443 +0.9%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$3.86M -$113K -1,566 -3%
CWG
82
Cornerstone Wealth Group
North Carolina
$3.79M +$50.7K +703 +1%
WPWM
83
Windward Private Wealth Management
Kansas
$3.76M +$3.53K +49 +0.1%
LPAM
84
Lodestar Private Asset Management
California
$3.64M +$1.73M +24,055 +100%
AFGAS
85
Allegiance Financial Group Advisory Services
Virginia
$3.61M -$44K -610 -1%
CCM
86
Coldstream Capital Management
Washington
$3.58M -$148K -2,050 -4%
GFPC
87
Global Financial Private Client
Florida
$3.5M -$578K -8,015 -15%
Creative Planning
88
Creative Planning
Kansas
$3.38M +$1.35M +18,742 +72%
SLT
89
St Louis Trust
Missouri
$3.38M -$443K -6,152 -12%
CFA
90
Capstone Financial Advisors
Illinois
$3.14M +$300K +4,165 +11%
PFO
91
Pathstone Family Office
New Jersey
$3.1M -$59.9K -831 -2%
CI
92
CX Institutional
Indiana
$2.98M +$2.84M +39,377 New
V
93
Veritable
Delaware
$2.79M
GA
94
Geller Advisors
New York
$2.77M +$542K +7,520 +26%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$2.68M -$402K -5,586 -14%
CS
96
Comerica Securities
Michigan
$2.67M -$203K -2,820 -7%
Citadel Advisors
97
Citadel Advisors
Florida
$2.6M -$12.6M -174,814 -84%
LWM
98
LJI Wealth Management
Indiana
$2.6M -$92.9K -1,289 -4%
ZIG
99
Zuckerman Investment Group
Illinois
$2.59M +$153K +2,129 +7%
Principal Financial Group
100
Principal Financial Group
Iowa
$2.55M +$263K +3,652 +12%

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.