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Vanguard Russell 2000 ETF
VTWO

408 hedge funds and large institutions have $3.88B invested in Vanguard Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $1.87M

38% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 112

9.13% more ownership

Funds ownership: 56.78% → 65.91% (+9.1%)

6% more capital invested

Capital invested by funds: $3.65B → $3.88B (+$222M)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

2% less funds holding

Funds holding: 415 → 408 (-7)

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

Holders
408
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
49
Increased
155
Reduced
112
Closed
48
Calls
$4.94M
Puts
$1.87M
Net Calls
+$3.08M
Net Calls Change
+$75K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$428M
2
Bank of America
Bank of America
North Carolina
+$171M
3
Goldman Sachs
Goldman Sachs
New York
+$52.4M
4
Lido Advisors
Lido Advisors
California
+$41.5M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$30.6M

Top Sellers

1
MM
Main Management
California
-$21.9M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$17.5M
3
UBS Group
UBS Group
Switzerland
-$17.2M
4
LGWM
Litman Gregory Wealth Management
California
-$12.4M
5
Wells Fargo
Wells Fargo
California
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$885M +$171M +2,301,602 +23%
Morgan Stanley
2
Morgan Stanley
New York
$466M +$428M +5,761,245 +820%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$435M +$3.47M +46,730 +0.8%
Goldman Sachs
4
Goldman Sachs
New York
$200M +$52.4M +705,338 +34%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$159M +$25.1M +337,913 +18%
FCBT
6
First Citizens Bank & Trust
North Carolina
$109M +$29.4M +395,841 +35%
Natixis Advisors
7
Natixis Advisors
Massachusetts
$109M +$30.6M +411,950 +37%
Macquarie Group
8
Macquarie Group
Australia
$104M +$2.17M +29,179 +2%
Stifel Financial
9
Stifel Financial
Missouri
$103M +$3.04M +40,841 +3%
UBS Group
10
UBS Group
Switzerland
$97.9M -$17.2M -230,888 -15%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$69M +$17.2M +230,989 +32%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$60.2M -$17.5M -235,391 -22%
Wells Fargo
13
Wells Fargo
California
$51.3M -$7.45M -100,302 -12%
APW
14
Austin Private Wealth
Texas
$46.9M +$1.82M +24,426 +4%
VWM
15
Venturi Wealth Management
Texas
$46.8M +$5.29M +71,133 +12%
AWM
16
AE Wealth Management
Kansas
$44.7M -$1.18M -15,891 -3%
Ameriprise
17
Ameriprise
Minnesota
$42.9M +$28.1M +377,465 +174%
Lido Advisors
18
Lido Advisors
California
$40.5M +$41.5M +558,050 +14,160%
JP Morgan Chase
19
JP Morgan Chase
New York
$40.1M -$1.31M -17,636 -3%
LPL Financial
20
LPL Financial
California
$38.5M +$711K +9,561 +2%
EW
21
Evoke Wealth
California
$37.3M +$2.01M +26,987 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$26.7M +$775K +10,422 +3%
RCIM
23
Red Cedar Investment Management
Michigan
$25.6M -$234K -3,146 -0.9%
CA
24
CSM Advisors
Pennsylvania
$21.6M -$484K -6,510 -2%
FWIA
25
Fort Washington Investment Advisors
Ohio
$19.6M +$14.3M +191,812 +239%
1
2 3 4 5

VTWO Hedge Fund Activity: Q1 2023 in Review

408 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2023, worth a combined $3.88B — up 6.1% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VTWO positions and 48 closed out — a net gain of 1 holder — while 155 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $428M. The largest seller was Main Management, exiting entirely with an estimated $21.9M sold.

  • 408 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2023, down from 415 in Q4 2022.
  • Funds reported $3.88B of Vanguard Russell 2000 ETF stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 49 funds opened new Vanguard Russell 2000 ETF positions in Q1 2023 and 48 closed out, a net change of +1 holder.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2023 was Morgan Stanley, an estimated $428M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2023 was Main Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2023.