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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
ICG
151
InterOcean Capital Group
Tennessee
$1.16M -$112K -1,470 -8%
AIA
152
Arbor Investment Advisors
North Carolina
$1.12M -$233K -3,070 -16%
G
153
Gainplan
Michigan
$1.1M +$94.5K +1,245 +9%
Twin Tree Management
154
Twin Tree Management
Texas
$1.09M +$1.16M +15,286 New
MHIC
155
Marble Harbor Investment Counsel
Massachusetts
$1.05M
LSAG
156
Lake Street Advisors Group
New Hampshire
$1.04M
P
157
Pitcairn
Pennsylvania
$1.04M
FTS
158
Fifth Third Securities
Ohio
$1.02M +$102K +1,348 +10%
WFA
159
WestHill Financial Advisors
California
$953K +$59K +777 +6%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$948K -$6.37K -84 -0.6%
AFAS
161
Acorn Financial Advisory Services
Virginia
$948K +$379 +5 +0%
TI
162
Tidal Investments
Wisconsin
$915K -$821K -10,820 -46%
M&T Bank
163
M&T Bank
New York
$893K -$304 -4 -0%
S
164
SignatureFD
Georgia
$886K
NCM
165
NCM Capital Management
New Jersey
$881K
Wealthfront Advisers
166
Wealthfront Advisers
California
$873K +$135K +1,780 +17%
Deutsche Bank
167
Deutsche Bank
Germany
$868K +$118K +1,556 +15%
SFS
168
Sowell Financial Services
Arkansas
$867K -$7.21K -95 -0.8%
MHS
169
M Holdings Securities
Oregon
$857K +$9.64K +127 +1%
IAS
170
Insigneo Advisory Services
Florida
$825K -$32.5K -428 -4%
SFS
171
Strategic Financial Services
New York
$823K
TI
172
Trexquant Investment
Connecticut
$814K +$865K +11,398 New
DWT
173
Dorsey & Whitney Trust
South Dakota
$807K +$37.4K +493 +5%
TC
174
Telemus Capital
Michigan
$801K
MAM
175
McLean Asset Management
Virginia
$789K +$56.8K +749 +7%

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.