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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
Bank of America
1
Bank of America
North Carolina
$969M +$38.1M +529,231 +4%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$525M +$65.6M +910,563 +15%
Morgan Stanley
3
Morgan Stanley
New York
$516M +$26.2M +362,950 +6%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$151M +$34.9M +483,955 +32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$130M -$35.5M -493,319 -22%
Stifel Financial
6
Stifel Financial
Missouri
$109M +$1.04M +14,492 +1%
UBS Group
7
UBS Group
Switzerland
$103M +$337K +4,684 +0.3%
Goldman Sachs
8
Goldman Sachs
New York
$101M -$103M -1,430,579 -52%
Macquarie Group
9
Macquarie Group
Australia
$99M -$9.5M -131,798 -9%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$91.2M +$18M +249,758 +26%
FCBT
11
First Citizens Bank & Trust
North Carolina
$78.7M -$34.3M -475,782 -31%
VWM
12
Venturi Wealth Management
Texas
$51.2M +$2.05M +28,463 +4%
Wells Fargo
13
Wells Fargo
California
$48M -$5.53M -76,684 -11%
AWM
14
AE Wealth Management
Kansas
$46.3M -$506K -7,027 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$44.2M +$2.06M +28,597 +5%
LPL Financial
16
LPL Financial
California
$42.7M +$2.22M +30,877 +6%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$40.9M -$21.2M -293,771 -35%
EW
18
Evoke Wealth
California
$39.6M +$443K +6,152 +1%
Ameriprise
19
Ameriprise
Minnesota
$37.8M -$6.79M -94,192 -16%
Lido Advisors
20
Lido Advisors
California
$37.2M -$5.03M -69,802 -12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$28.9M +$854K +11,859 +3%
RCIM
22
Red Cedar Investment Management
Michigan
$26.9M +$40.5K +562 +0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$26.8M +$12.9M +178,887 +102%
CA
24
CSM Advisors
Pennsylvania
$20.4M -$2.14M -29,648 -10%
RJA
25
Raymond James & Associates
Florida
$20.2M +$910K +12,626 +5%

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.