We are live on ! Find out more
VTWO icon

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
FBB
201
Fulton Breakefield Broenniman
Maryland
$756K -$958K -11,882 -57%
LW
202
Linscomb Wealth
Texas
$745K +$47K +583 +7%
GPA
203
Guidance Point Advisors
Massachusetts
$742K +$403 +5 +0.1%
CB
204
Commerce Bank
Missouri
$728K +$89.5K +1,110 +15%
IAS
205
Insigneo Advisory Services
Florida
$726K -$52K -645 -7%
SCM
206
Stordahl Capital Management
Colorado
$726K -$16.1K -200 -2%
CA
207
Cetera Advisors
Colorado
$723K +$258K +3,205 +60%
TFA
208
Tobias Financial Advisors
Florida
$716K
CBC
209
Coombe, Bender & Co
New York
$691K -$54.8K -680 -8%
TC
210
TAGStone Capital
North Carolina
$684K +$1.37K +17 +0.2%
FB
211
First Bancorp
Maine
$678K
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$673K +$212K +2,636 +50%
FI
213
FWG Investments
Kentucky
$643K -$34.8K -432 -5%
JIC
214
Johnson Investment Counsel
Ohio
$640K +$67.3K +835 +12%
CWM
215
Cordatus Wealth Management
Pennsylvania
$639K -$28.5K -353 -4%
LFAS
216
Level Four Advisory Services
Texas
$635K
HCP
217
Hexagon Capital Partners
Arkansas
$634K +$120K +1,488 +25%
RFG
218
REAP Financial Group
Texas
$634K -$55.5K -689 -8%
DFA
219
DHK Financial Advisors
New Hampshire
$629K +$181K +2,244 +44%
MFWP
220
Mosaic Family Wealth Partners
Missouri
$623K +$1.21K +15 +0.2%
CWM
221
Cornerstone Wealth Management
Missouri
$623K +$72.6K +901 +14%
WB
222
Webster Bank
Connecticut
$623K +$72.9K +905 +14%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$616K +$346K +4,298 +147%
LBA
224
Letko, Brosseau & Associates
Quebec, Canada
$595K
EBT
225
Enterprise Bank & Trust
Massachusetts
$585K

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.