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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
Bank of America
1
Bank of America
North Carolina
$1.86B +$579M +7,183,536 +49%
Morgan Stanley
2
Morgan Stanley
New York
$570M -$539M -6,685,135 -50%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$449M +$172M +2,137,708 +50%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$443M +$420M +5,212,510 New
Natixis Advisors
5
Natixis Advisors
Massachusetts
$306M +$44.5M +551,599 +18%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$148M +$2.69M +33,357 +2%
UBS Group
7
UBS Group
Switzerland
$144M +$12.9M +160,628 +10%
Goldman Sachs
8
Goldman Sachs
New York
$124M +$20.9M +259,814 +22%
JP Morgan Chase
9
JP Morgan Chase
New York
$113M -$18M -223,591 -14%
Macquarie Group
10
Macquarie Group
Australia
$110M -$9.1M -112,868 -8%
Stifel Financial
11
Stifel Financial
Missouri
$94.5M -$40.2M -498,302 -31%
Wells Fargo
12
Wells Fargo
California
$62.1M +$6.74M +83,602 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$61.8M +$18.9M +234,677 +48%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$59M +$4.54M +56,273 +9%
Ameriprise
15
Ameriprise
Minnesota
$57.2M +$4.6M +57,039 +9%
VWM
16
Venturi Wealth Management
Texas
$56.2M +$546K +6,775 +1%
FCBT
17
First Citizens Bank & Trust
North Carolina
$51.3M +$4.85M +60,129 +11%
LPL Financial
18
LPL Financial
California
$50.2M -$1.52M -18,884 -3%
Franklin Resources
19
Franklin Resources
California
$47.7M -$2.88M -35,762 -6%
EW
20
Evoke Wealth
California
$44M +$41.7M +517,799 New
RCIM
21
Red Cedar Investment Management
Michigan
$38.7M +$7.85M +97,392 +27%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$37.4M -$3.6M -44,671 -9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$31.9M -$2.75M -34,065 -8%
FWIA
24
Fort Washington Investment Advisors
Ohio
$28.9M +$8.18M +101,487 +43%
CA
25
CSM Advisors
Pennsylvania
$28.5M +$5.12M +63,550 +23%

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.