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Vanguard Russell 2000 ETF

411 hedge funds and large institutions have $4.04B invested in Vanguard Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $1.41M

40% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 116

13% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 45

4% more capital invested

Capital invested by funds: $3.88B → $4.04B (+$160M)

1% more funds holding

Funds holding: 408411 (+3)

0.12% more ownership

Funds ownership: 65.91%66.03% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
411
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
162
Reduced
116
Closed
45
Calls
$3.56M
Puts
$1.41M
Net Calls
+$2.15M
Net Calls Change
-$925K
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
201
Houlihan Financial Resource Group
Virginia
$523K +$523K +7,254 New
Fidelity Investments
202
Fidelity Investments
Massachusetts
$522K +$18.9K +262 +4%
EBT
203
Enterprise Bank & Trust
Massachusetts
$520K
WB
204
Webster Bank
Connecticut
$512K +$6.27K +87 +1%
SMA
205
Sage Mountain Advisors
Georgia
$509K
EFS
206
Econ Financial Services
Pennsylvania
$505K
SCA
207
Sandy Cove Advisors
Massachusetts
$503K +$480K +6,655 New
RVPG
208
Relative Value Partners Group
$494K
LFAS
209
Level Four Advisory Services
Texas
$494K -$31.3K -434 -6%
BBA
210
Braun-Bostich & Associates
Pennsylvania
$494K +$17.4K +241 +4%
CCWM
211
Cassaday & Co Wealth Management
Virginia
$493K -$537K -7,458 -53%
Sumitomo Mitsui Trust Group
212
Sumitomo Mitsui Trust Group
Japan
$492K -$28.8K -400 -6%
KP
213
Keel Point
Alabama
$485K -$8.57K -119 -2%
MSFS
214
Main Street Financial Solutions
Pennsylvania
$470K -$2.74K -38 -0.6%
AWMNH
215
Arcadia Wealth Management (New Hampshire)
New Hampshire
$459K -$2.92M -40,561 -87%
TVAMP
216
Tennessee Valley Asset Management Partners
Tennessee
$455K +$16.1K +223 +4%
PFG
217
Peterson Financial Group
Iowa
$441K +$3.82K +53 +0.9%
PA
218
Parallel Advisors
California
$435K +$41.9K +582 +11%
RDIA
219
RE Dickinson Investment Advisors
Iowa
$422K -$44.9K -623 -10%
Empower Advisory Group
220
Empower Advisory Group
Colorado
$416K +$23.3K +323 +6%
AMCA
221
Arthur M. Cohen & Associates
Illinois
$407K -$83.9K -1,164 -18%
NRC
222
New Republic Capital
North Carolina
$404K -$95.4K -1,324 -20%
SI
223
Stephens Inc
Arkansas
$403K
SAM
224
SignalPoint Asset Management
Missouri
$403K +$14.1K +195 +4%
AIC
225
Archer Investment Corporation
Indiana
$395K

VTWO Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2023, worth a combined $4.04B — up 4.1% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VTWO positions and 45 closed out — a net gain of 6 holders — while 162 added to existing stakes and 116 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $65.6M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 411 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2023, up from 408 in Q1 2023.
  • Funds reported $4.04B of Vanguard Russell 2000 ETF stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 51 funds opened new Vanguard Russell 2000 ETF positions in Q2 2023 and 45 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $65.6M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2023 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.