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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
RG
126
Rathbones Group
United Kingdom
$2.35M +$276K +3,424 +14%
Principal Financial Group
127
Principal Financial Group
Iowa
$2.32M -$58.4K -724 -3%
FHB
128
First Hawaiian Bank
Hawaii
$2.3M -$2.26K -28 -0.1%
MOS
129
MGO One Seven
Ohio
$2.24M +$988K +12,258 +87%
BBWP
130
Beacon Bridge Wealth Partners
Pennsylvania
$2.23M -$521K -6,468 -20%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$2.23M +$40.5K +502 +2%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$2.23M +$81.1K +1,006 +4%
PAG
133
Private Advisor Group
New Jersey
$2.18M +$157K +1,945 +8%
GC
134
Guggenheim Capital
Illinois
$2.18M
CCWM
135
Cassaday & Co Wealth Management
Virginia
$2.16M
Wealthfront Advisers
136
Wealthfront Advisers
California
$2.12M +$393K +4,877 +24%
HC
137
Henshaw Capital
Massachusetts
$2.12M
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$2.12M
William Blair & Company
139
William Blair & Company
Illinois
$2.05M -$3.25M -40,328 -63%
PWP
140
PrairieView Wealth Partners
Illinois
$2.03M +$934K +11,591 +94%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$1.98M +$1.4M +17,351 +290%
AT
142
Arlington Trust
Alabama
$1.96M
VCM
143
Violich Capital Management
California
$1.91M +$1.41M +17,500 +350%
AIA
144
Arbor Investment Advisors
North Carolina
$1.78M +$19.6K +243 +1%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$1.75M -$1.19M -14,822 -42%
PAS
146
Park Avenue Securities
New York
$1.7M +$132K +1,633 +9%
RJT
147
Raymond James Trust
Florida
$1.64M -$214K -2,652 -12%
ONB
148
Old National Bancorp
Indiana
$1.62M -$2.07M -25,726 -57%
YLHM
149
Yelin Lapidot Holdings Management
Israel
$1.6M
FI
150
Financial Insights
Washington
$1.6M +$1.51M +18,753 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.