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Vanguard Russell 2000 ETF

497 hedge funds and large institutions have $5.16B invested in Vanguard Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 174 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $3.53M | Put options by funds: $1.66M

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

22% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 143

4% more funds holding

Funds holding: 477497 (+20)

5.72% less ownership

Funds ownership: 64.6%58.88% (-5.7%)

13% less capital invested

Capital invested by funds: $5.94B → $5.16B (-$778M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
497
Holders Change
+20
Holders Change %
+4.19%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
61
Increased
174
Reduced
143
Closed
34
Calls
$3.53M
Puts
$1.66M
Net Calls
+$1.87M
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.94B +$145M +1,778,887 +8%
Morgan Stanley
2
Morgan Stanley
New York
$552M +$2.88M +35,290 +0.5%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$358M +$63M +770,135 +21%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$229M +$228M +2,794,528 New
Jones Financial Companies
5
Jones Financial Companies
Missouri
$179M +$36.1M +442,073 +25%
UBS Group
6
UBS Group
Switzerland
$143M +$3.8M +46,490 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$103M -$5.86M -71,727 -5%
Goldman Sachs
8
Goldman Sachs
New York
$101M -$18.7M -228,915 -16%
Stifel Financial
9
Stifel Financial
Missouri
$94.3M +$3.29M +40,268 +4%
VWM
10
Venturi Wealth Management
Texas
$58.4M +$4.22M +51,614 +8%
Wells Fargo
11
Wells Fargo
California
$55.6M -$4.21M -51,532 -7%
Ameriprise
12
Ameriprise
Minnesota
$54.9M -$234K -2,866 -0.4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$54.7M -$2.14M -26,166 -4%
FCBT
14
First Citizens Bank & Trust
North Carolina
$50.3M +$808K +9,887 +2%
LPL Financial
15
LPL Financial
California
$50M +$1.56M +19,141 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$44.4M -$15.1M -184,197 -25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38.3M +$2.33M +28,514 +6%
RCIM
18
Red Cedar Investment Management
Michigan
$37.9M +$550K +6,732 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$32.9M +$2.14M +26,172 +7%
FWIA
20
Fort Washington Investment Advisors
Ohio
$26.8M -$1.03M -12,645 -4%
Lido Advisors
21
Lido Advisors
California
$26.6M -$928K -11,354 -3%
PCIG
22
Partners Capital Investment Group
Massachusetts
$25.3M +$12.7M +154,863 +100%
RJA
23
Raymond James & Associates
Florida
$24M -$265K -3,244 -1%
CA
24
CSM Advisors
Pennsylvania
$23.2M -$4.19M -51,205 -15%
IMC Chicago
25
IMC Chicago
Illinois
$21M +$21M +256,404 New

VTWO Hedge Fund Activity: Q2 2024 in Review

497 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2024, worth a combined $5.16B — down 13% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VTWO positions and 34 closed out — a net gain of 27 holders — while 174 added to existing stakes and 143 trimmed.

The largest buyer was Bank of America, adding an estimated $145M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $449M sold.

  • 497 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2024, up from 477 in Q1 2024.
  • Funds reported $5.16B of Vanguard Russell 2000 ETF stock for Q2 2024, down 13% quarter-over-quarter.
  • 61 funds opened new Vanguard Russell 2000 ETF positions in Q2 2024 and 34 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2024 was Bank of America, an estimated $145M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2024 was Mirae Asset Global Investments, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2024.