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Vanguard Russell 2000 ETF

536 hedge funds and large institutions have $6.56B invested in Vanguard Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 219 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $1.98M

100% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 44

74% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 126

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

27% more capital invested

Capital invested by funds: $5.16B → $6.56B (+$1.4B)

8% more funds holding

Funds holding: 497536 (+39)

1.91% less ownership

Funds ownership: 58.88%56.97% (-1.9%)

Holders
536
Holders Change
+39
Holders Change %
+7.85%
% of All Funds
7.7%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
88
Increased
219
Reduced
126
Closed
44
Calls
$36.5M
Puts
$1.98M
Net Calls
+$34.6M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.21B +$96.2M +1,111,932 +5%
Morgan Stanley
2
Morgan Stanley
New York
$611M +$8.23M +95,093 +1%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$450M +$57.7M +666,410 +15%
Wells Fargo
4
Wells Fargo
California
$346M +$276M +3,188,800 +470%
Goldman Sachs
5
Goldman Sachs
New York
$221M +$107M +1,238,826 +101%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$216M +$21.3M +245,882 +11%
TPSF
7
Texas Permanent School Fund
Texas
$166M +$160M +1,853,626 New
JP Morgan Chase
8
JP Morgan Chase
New York
$145M +$32.3M +372,875 +30%
UBS Group
9
UBS Group
Switzerland
$143M -$11.9M -137,741 -8%
SRA
10
Summit Rock Advisors
New York
$110M +$106M +1,227,915 New
Stifel Financial
11
Stifel Financial
Missouri
$109M +$6.23M +71,956 +6%
Ameriprise
12
Ameriprise
Minnesota
$78.6M +$18.2M +210,448 +31%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$68M +$8.1M +93,590 +14%
NIM
14
NEOS Investment Management
Connecticut
$65.4M +$62.3M +720,198 +5,952%
IIM
15
INTECH Investment Management
Florida
$64.9M +$62.8M +726,000 New
LPL Financial
16
LPL Financial
California
$63.4M +$8.61M +99,480 +16%
FCBT
17
First Citizens Bank & Trust
North Carolina
$62.9M +$7.86M +90,891 +15%
VWM
18
Venturi Wealth Management
Texas
$62.6M -$1.07M -12,417 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$52.4M +$3.83M +44,244 +8%
EW
20
Evoke Wealth
California
$46.6M +$44M +508,909 +4,182%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$46.4M +$4.47M +51,698 +11%
RCIM
22
Red Cedar Investment Management
Michigan
$41.3M -$3.37K -39 -0%
RJA
23
Raymond James & Associates
Florida
$40.6M +$14M +161,264 +55%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$36.8M +$868K +10,032 +2%
FWIA
25
Fort Washington Investment Advisors
Ohio
$29.8M +$517K +5,975 +2%

VTWO Hedge Fund Activity: Q3 2024 in Review

536 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2024, worth a combined $6.56B — up 27% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VTWO positions and 44 closed out — a net gain of 44 holders — while 219 added to existing stakes and 126 trimmed.

The largest buyer was Wells Fargo, adding an estimated $276M. The largest seller was Mirae Asset Global ETFs Holdings, exiting entirely with an estimated $229M sold.

  • 536 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2024, up from 497 in Q2 2024.
  • Funds reported $6.56B of Vanguard Russell 2000 ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 88 funds opened new Vanguard Russell 2000 ETF positions in Q3 2024 and 44 closed out, a net change of +44 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2024 was Wells Fargo, an estimated $276M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2024.