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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
GA
101
Geller Advisors
New York
$2.77M +$164K +2,163 +6%
DFCM
102
Dark Forest Capital Management
Puerto Rico
$2.67M +$1.14M +15,000 +67%
Jane Street
103
Jane Street
New York
$2.66M -$7.49M -98,697 -73%
TRCT
104
Tower Research Capital (TRC)
New York
$2.63M +$2.61M +34,438 +1,417%
LWM
105
LJI Wealth Management
Indiana
$2.56M +$116K +1,533 +4%
SWA
106
Stratos Wealth Advisors
Ohio
$2.54M +$263K +3,469 +11%
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$2.52M -$10.9K -144 -0.4%
BBWP
108
Beacon Bridge Wealth Partners
Pennsylvania
$2.51M +$266K +3,510 +11%
CS
109
Comerica Securities
Michigan
$2.5M -$25.4K -335 -0.9%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$2.41M -$3.26K -43 -0.1%
KFG
111
Kingdom Financial Group
Arizona
$2.36M -$8.04K -106 -0.3%
LNC
112
Lincoln National Corp
Pennsylvania
$2.3M +$225K +2,968 +10%
WDG
113
Wealth Dimensions Group
Ohio
$2.29M -$17.7K -233 -0.7%
CA
114
Cambridge Associates
Massachusetts
$2.21M
Principal Financial Group
115
Principal Financial Group
Iowa
$2.08M -$354K -4,663 -14%
PA
116
PFW Advisors
Georgia
$2.07M +$455 +6 +0%
PFBT
117
Parkside Financial Bank & Trust
Missouri
$2.06M +$273K +3,594 +14%
Corient Private Wealth
118
Corient Private Wealth
Florida
$2.05M +$112K +1,476 +5%
HighTower Advisors
119
HighTower Advisors
Illinois
$2.04M +$1.32M +17,409 +156%
TC
120
TAGStone Capital
North Carolina
$2.03M +$88.6K +1,168 +4%
ECG
121
Edge Capital Group
Georgia
$1.99M -$66.7K -879 -3%
FHB
122
First Hawaiian Bank
Hawaii
$1.93M +$2.13K +28 +0.1%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.9M +$47.5K +626 +2%
GC
124
Guggenheim Capital
Illinois
$1.83M
HHGA
125
Halbert Hargrove Global Advisors
California
$1.78M -$111K -1,458 -6%

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.