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Vanguard Russell 2000 ETF

600 hedge funds and large institutions have $9.6B invested in Vanguard Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 238 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 39

60% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 149

46% more capital invested

Capital invested by funds: $6.56B → $9.6B (+$3.04B)

24% more call options, than puts

Call options by funds: $7.42M | Put options by funds: $5.97M

12% more funds holding

Funds holding: 536600 (+64)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.48% less ownership

Funds ownership: 56.97%54.48% (-2.5%)

Holders
600
Holders Change
+64
Holders Change %
+11.94%
% of All Funds
7.9%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.22%
New
112
Increased
238
Reduced
149
Closed
39
Calls
$7.42M
Puts
$5.97M
Net Calls
+$1.46M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$6.55M +$2.23M +24,178 +49%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$6.2M +$2.06M +22,368 +48%
FWTB
78
First Western Trust Bank
Colorado
$6.2M +$273K +2,961 +4%
Mariner
79
Mariner
Kansas
$6.13M -$7.25M -78,555 -53%
CFA
80
Capstone Financial Advisors
Illinois
$5.87M +$77.9K +844 +1%
PCG
81
Prosperity Consulting Group
Maryland
$5.82M -$10.9K -118 -0.2%
APW
82
Austin Private Wealth
Texas
$5.72M -$83.5K -905 -1%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$5.48M -$1.1M -11,959 -16%
GSIS
84
Global Strategic Investment Solutions
Arizona
$5.37M -$6.72M -72,854 -55%
AAS
85
Avantax Advisory Services
Texas
$5.29M +$98.9K +1,072 +2%
FCAM
86
First Citizens Asset Management
North Carolina
$5.27M -$120K -1,306 -2%
DADC
87
D.A. Davidson & Co
Montana
$5.23M +$4.52K +49 +0.1%
WB
88
WesBanco Bank
West Virginia
$5.21M +$1.11M +12,016 +26%
NG
89
Novem Group
New York
$4.97M +$5.13M +55,609 New
SLT
90
St Louis Trust
Missouri
$4.94M +$414K +4,486 +9%
KWAG
91
Kiely Wealth Advisory Group
North Carolina
$4.91M -$606K -6,568 -11%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$4.62M +$1.44M +15,585 +43%
WPWM
93
Windward Private Wealth Management
Kansas
$4.59M -$205K -2,219 -4%
FTA
94
Financial & Tax Architects
Missouri
$4.47M +$220K +2,386 +5%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$4.47M +$923 +10 +0%
LWM
96
LJI Wealth Management
Indiana
$4.46M -$577K -6,253 -11%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$4.4M -$83.3K -903 -2%
RIM
98
Rockbridge Investment Management
New York
$4.4M +$1.48M +16,094 +49%
Northern Trust
99
Northern Trust
Illinois
$4.31M +$7.57K +82 +0.2%
MW
100
MBL Wealth
North Carolina
$4.19M +$82.7K +896 +2%

VTWO Hedge Fund Activity: Q4 2024 in Review

600 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2024, worth a combined $9.6B — up 46% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTWO positions and 39 closed out — a net gain of 73 holders — while 238 added to existing stakes and 149 trimmed.

The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Texas Permanent School Fund, cutting an estimated $154M.

  • 600 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2024, up from 536 in Q3 2024.
  • Funds reported $9.6B of Vanguard Russell 2000 ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 112 funds opened new Vanguard Russell 2000 ETF positions in Q4 2024 and 39 closed out, a net change of +73 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2024 was Bank of America, an estimated $123M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2024 was Texas Permanent School Fund, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2024.