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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
KAS
101
Kestra Advisory Services
Texas
$3.26M +$1.45M +17,957 +88%
RCM
102
Ridgepath Capital Management
Tennessee
$3.16M +$14.4K +179 +0.5%
PFBT
103
Parkside Financial Bank & Trust
Missouri
$3.1M +$344K +4,268 +13%
HIG
104
Heritage Investment Group
Florida
$3.07M -$46.1K -572 -2%
HHGA
105
Halbert Hargrove Global Advisors
California
$3.07M -$246K -3,049 -8%
RDIA
106
RE Dickinson Investment Advisors
Iowa
$3.02M +$2.43M +30,206 +574%
Creative Planning
107
Creative Planning
Kansas
$2.97M +$65.9K +818 +2%
KFG
108
Kingdom Financial Group
Arizona
$2.95M +$819K +10,158 +41%
CCB
109
Country Club Bank
Missouri
$2.95M -$779K -9,667 -22%
GA
110
Geller Advisors
New York
$2.93M +$62K +769 +2%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$2.82M -$1.63M -20,214 -38%
SAS
112
SMI Advisory Services
Indiana
$2.82M +$2.73M +33,819 New
FCMA
113
Foresight Capital Management Advisors
Michigan
$2.75M +$152K +1,886 +6%
MAV
114
Mason & Associates (Virginia)
Virginia
$2.75M +$2.6M +32,280 New
BCM
115
Brookstone Capital Management
Illinois
$2.67M +$177K +2,199 +8%
HighTower Advisors
116
HighTower Advisors
Illinois
$2.65M +$214K +2,660 +9%
WDG
117
Wealth Dimensions Group
Ohio
$2.64M -$14.3K -178 -0.6%
CA
118
Cambridge Associates
Massachusetts
$2.63M
Corient Private Wealth
119
Corient Private Wealth
Florida
$2.62M -$246K -3,050 -9%
CAG
120
Curtis Advisory Group
California
$2.59M -$5.32K -66 -0.2%
CL
121
Choreo LLC
Illinois
$2.54M +$437K +5,428 +22%
PA
122
PFW Advisors
Georgia
$2.53M +$9.59K +119 +0.4%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$2.41M -$15.8K -196 -0.7%
AWA
124
Arete Wealth Advisors
Illinois
$2.39M +$925K +11,477 +69%
JWCA
125
J.W. Cole Advisors
Florida
$2.37M +$2.25M +27,887 New

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.