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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
CAAM
76
Cornerstone Advisors Asset Management
Pennsylvania
$5.67M +$358K +4,444 +7%
KWAG
77
Kiely Wealth Advisory Group
North Carolina
$5.4M +$437K +5,419 +9%
PCG
78
Prosperity Consulting Group
Maryland
$5.38M +$4.06M +50,325 +388%
ZIG
79
Zuckerman Investment Group
Illinois
$5.25M +$544K +6,754 +12%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$5.14M +$623K +7,735 +15%
DADC
81
D.A. Davidson & Co
Montana
$4.89M +$467K +5,791 +11%
FTA
82
Financial & Tax Architects
Missouri
$4.79M +$7.9K +98 +0.2%
FCAM
83
First Citizens Asset Management
North Carolina
$4.53M -$797K -9,885 -16%
AAS
84
Avantax Advisory Services
Texas
$4.5M -$2.28M -28,343 -35%
WPWM
85
Windward Private Wealth Management
Kansas
$4.43M +$1.13K +14 +0%
1WM
86
1900 Wealth Management
Texas
$4.31M +$380K +4,715 +10%
BF
87
Brooklyn FI
New York
$4.29M +$28.9K +359 +0.7%
LNC
88
Lincoln National Corp
Pennsylvania
$4.21M +$650K +8,066 +19%
CFA
89
Capstone Financial Advisors
Illinois
$4.13M +$36K +447 +0.9%
AFGAS
90
Allegiance Financial Group Advisory Services
Virginia
$4.1M -$2.82K -35 -0.1%
Brown Advisory
91
Brown Advisory
Maryland
$4M -$5.77M -71,542 -60%
HG
92
Herbst Group
Connecticut
$3.87M -$306K -3,800 -8%
SLT
93
St Louis Trust
Missouri
$3.77M
CCM
94
Coldstream Capital Management
Washington
$3.75M -$65K -807 -2%
NHFG
95
New Harbor Financial Group
Massachusetts
$3.72M +$3.52M +43,700 New
GFPC
96
Global Financial Private Client
Florida
$3.55M +$182K +2,257 +6%
ECG
97
Edge Capital Group
Georgia
$3.48M +$220K +2,727 +7%
AP
98
Adero Partners
California
$3.48M -$72.5K -899 -2%
SW
99
Simplicity Wealth
New Jersey
$3.29M -$300K -3,725 -9%
GS
100
GTS Securities
New York
$3.27M -$15M -186,532 -83%

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.