We are live on ! Find out more
VTWO icon

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
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$2.55M -$1.13M -15,712 -32%
KFG
102
Kingdom Financial Group
Arizona
$2.5M +$2.38M +33,074 New
WDG
103
Wealth Dimensions Group
Ohio
$2.44M -$65.4K -908 -3%
SWA
104
Stratos Wealth Advisors
Ohio
$2.43M +$62.7K +870 +3%
BBWP
105
Beacon Bridge Wealth Partners
Pennsylvania
$2.39M +$724K +10,047 +47%
CA
106
Cambridge Associates
Massachusetts
$2.34M
PA
107
PFW Advisors
Georgia
$2.24M +$2.09M +29,006 New
LNC
108
Lincoln National Corp
Pennsylvania
$2.21M +$311K +4,311 +17%
AWA
109
Arete Wealth Advisors
Illinois
$2.18M +$1.47M +20,419 +244%
ECG
110
Edge Capital Group
Georgia
$2.17M +$315K +4,375 +18%
TC
111
TAGStone Capital
North Carolina
$2.06M +$45.6K +633 +2%
Corient Private Wealth
112
Corient Private Wealth
Florida
$2.06M +$527K +7,311 +37%
FHB
113
First Hawaiian Bank
Hawaii
$2.04M
HHGA
114
Halbert Hargrove Global Advisors
California
$2M +$9.22K +128 +0.5%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.97M +$1.21M +16,750 +181%
GC
116
Guggenheim Capital
Illinois
$1.94M
PFBT
117
Parkside Financial Bank & Trust
Missouri
$1.91M +$147K +2,039 +9%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$1.9M -$414K -5,752 -19%
HC
119
Henshaw Capital
Massachusetts
$1.88M
CG
120
Colony Group
Massachusetts
$1.88M
AP
121
Arlington Partners
Alabama
$1.85M -$36K -500 -2%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$1.81M -$43.5K -604 -2%
TI
123
Tidal Investments
Wisconsin
$1.79M +$1.7M +23,633 New
BCM
124
Brookstone Capital Management
Illinois
$1.76M +$140K +1,946 +9%
FBB
125
Fulton Breakefield Broenniman
Maryland
$1.7M -$43.8K -608 -3%

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.