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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
First Manhattan
151
First Manhattan
New York
$1.59M -$206K -2,558 -12%
G
152
Gainplan
Michigan
$1.59M +$48.2K +598 +3%
MWA
153
Meridian Wealth Advisors
Texas
$1.58M +$90.8K +1,126 +6%
WAM
154
Wakefield Asset Management
Colorado
$1.57M +$72.5K +900 +5%
FGA
155
Fortis Group Advisors
New Jersey
$1.52M +$1.44M +17,886 New
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$1.5M +$1.42M +17,594 New
BRWA
157
B. Riley Wealth Advisors
Florida
$1.47M -$728K -9,028 -31%
MAM
158
McLean Asset Management
Virginia
$1.44M +$157K +1,945 +13%
SA
159
Sunesis Advisors
Kansas
$1.44M
FNBT
160
FineMark National Bank & Trust
Florida
$1.43M -$16.7K -207 -1%
EFA
161
Evernest Financial Advisors
Indiana
$1.38M +$1.43M +17,728 New
GP
162
Girard Partners
Pennsylvania
$1.37M -$4.9M -60,737 -79%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$1.36M -$1.65M -20,450 -56%
FTS
164
Fifth Third Securities
Ohio
$1.29M +$9.11K +113 +0.8%
1WA
165
180 Wealth Advisors
Washington
$1.28M +$265K +3,286 +28%
LSAG
166
Lake Street Advisors Group
New Hampshire
$1.24M
P
167
Pitcairn
Pennsylvania
$1.24M
MHIC
168
Marble Harbor Investment Counsel
Massachusetts
$1.24M +$20.1K +250 +2%
ICG
169
InterOcean Capital Group
Tennessee
$1.21M -$564 -7 -0%
WFA
170
WestHill Financial Advisors
California
$1.18M +$37.9K +470 +3%
TW
171
Trajan Wealth
Arizona
$1.16M +$1.1M +13,614 New
DWT
172
Dorsey & Whitney Trust
South Dakota
$1.16M +$13.9K +173 +1%
Deutsche Bank
173
Deutsche Bank
Germany
$1.15M +$70K +869 +7%
AIIMS
174
Analyst IMS Investment Management Services
Israel
$1.15M
S
175
SignatureFD
Georgia
$1.13M +$70K +868 +7%

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.