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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
MHS
176
M Holdings Securities
Oregon
$1.12M +$97.6K +1,211 +10%
AFAS
177
Acorn Financial Advisory Services
Virginia
$1.1M -$31.9K -396 -3%
BCM
178
BluePointe Capital Management
California
$1.09M
M&T Bank
179
M&T Bank
New York
$1.07M
FG
180
Fairman Group
Pennsylvania
$1.07M +$1.85K +23 +0.2%
NCM
181
NCM Capital Management
New Jersey
$1.05M
GRA
182
Golden Road Advisors
Florida
$1.05M +$50.6K +628 +5%
CCA
183
Checchi Capital Advisers
California
$1.03M
MA
184
Mutual Advisors
Nebraska
$1.03M +$15K +186 +2%
SFS
185
Strategic Financial Services
New York
$985K
NW
186
NewEdge Wealth
Pennsylvania
$982K
WT
187
Whittier Trust
California
$966K +$875K +10,860 +2,172%
SFS
188
Sowell Financial Services
Arkansas
$959K +$6.85K +85 +0.8%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$950K +$900K +11,165 New
PI
190
PFG Investments
New York
$923K +$260K +3,224 +42%
CMBA
191
C.M. Bidwell & Associates
Hawaii
$920K -$6.53K -81 -0.7%
TCA
192
Transcend Capital Advisors
New Jersey
$915K +$19.7K +245 +2%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$903K +$197K +2,445 +30%
PFS
194
Prospera Financial Services
Texas
$902K +$54.5K +676 +7%
YDMI
195
Y.D. More Investments
Israel
$886K -$1.43M -17,755 -63%
PGCM
196
Prescott Group Capital Management
Oklahoma
$851K
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$828K +$65.3K +810 +9%
DDPIC
198
Deroy & Devereaux Private Investment Counsel
Michigan
$819K +$225K +2,795 +41%
KPWS
199
Kestra Private Wealth Services
Texas
$808K +$18.5K +229 +2%
Millennium Management
200
Millennium Management
New York
$783K +$742K +9,206 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.