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Vanguard Russell 2000 ETF

407 hedge funds and large institutions have $3.98B invested in Vanguard Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 170 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 113

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

0.88% less ownership

Funds ownership: 66.03%65.15% (-0.88%)

1% less funds holding

Funds holding: 411407 (-4)

1% less call options, than puts

Call options by funds: $2.97M | Put options by funds: $3.01M

1% less capital invested

Capital invested by funds: $4.04B → $3.98B (-$52.6M)

Holders
407
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
6.46%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
170
Reduced
113
Closed
42
Calls
$2.97M
Puts
$3.01M
Net Calls
-$34K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAM
76
First Citizens Asset Management
North Carolina
$4.16M -$276K -3,634 -6%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$4.15M +$245K +3,234 +6%
FWTB
78
First Western Trust Bank
Colorado
$4.12M -$622K -8,192 -12%
HIG
79
Heritage Investment Group
Florida
$4.04M -$39K -514 -0.9%
SW
80
Simplicity Wealth
New Jersey
$3.96M +$46K +606 +1%
N
81
Nuveen
North Carolina
$3.93M +$4.17M +55,000 New
Northern Trust
82
Northern Trust
Illinois
$3.69M -$70.4K -928 -2%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$3.66M +$11.5K +151 +0.3%
ME
84
McIlrath & Eck
Washington
$3.65M +$3.28M +43,182 +541%
Brown Advisory
85
Brown Advisory
Maryland
$3.63M -$1.52M -20,008 -28%
ONB
86
Old National Bancorp
Indiana
$3.63M -$440K -5,799 -10%
DADC
87
D.A. Davidson & Co
Montana
$3.59M -$127K -1,668 -3%
WPWM
88
Windward Private Wealth Management
Kansas
$3.59M +$34.4K +453 +0.9%
CWG
89
Cornerstone Wealth Group
North Carolina
$3.57M -$7.82K -103 -0.2%
Creative Planning
90
Creative Planning
Kansas
$3.53M +$357K +4,707 +11%
EWMCB
91
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.53M +$3.75M +49,364 New
AFGAS
92
Allegiance Financial Group Advisory Services
Virginia
$3.45M +$38.7K +510 +1%
AP
93
Adero Partners
California
$3.43M -$365K -4,814 -9%
GFPC
94
Global Financial Private Client
Florida
$3.36M +$129K +1,699 +4%
CCM
95
Coldstream Capital Management
Washington
$3.28M -$107K -1,408 -3%
CI
96
CX Institutional
Indiana
$3.21M +$426K +5,617 +14%
SLT
97
St Louis Trust
Missouri
$3.19M
CFA
98
Capstone Financial Advisors
Illinois
$3.08M +$119K +1,573 +4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$2.99M +$2.93M +38,557 +2,247%
ZIG
100
Zuckerman Investment Group
Illinois
$2.89M +$475K +6,260 +18%

VTWO Hedge Fund Activity: Q3 2023 in Review

407 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2023, worth a combined $3.98B — down 1.3% from $4.04B a quarter earlier.

Fund positioning in VTWO was balanced in Q3 2023: 42 funds opened new positions, 42 closed out, 170 added to existing stakes and 113 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $64.1M. The largest seller was Envestnet Asset Management, cutting an estimated $88.9M.

  • 407 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2023, down from 411 in Q2 2023.
  • Funds reported $3.98B of Vanguard Russell 2000 ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 42 funds opened new Vanguard Russell 2000 ETF positions in Q3 2023 and 42 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2023 was Natixis Advisors, an estimated $64.1M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $88.9M sold.

Based on aggregated 13F filings for Q3 2023.