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Vanguard Russell 2000 ETF

600 hedge funds and large institutions have $9.6B invested in Vanguard Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 238 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 39

60% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 149

46% more capital invested

Capital invested by funds: $6.56B → $9.6B (+$3.04B)

24% more call options, than puts

Call options by funds: $7.42M | Put options by funds: $5.97M

12% more funds holding

Funds holding: 536600 (+64)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.48% less ownership

Funds ownership: 56.97%54.48% (-2.5%)

Holders
600
Holders Change
+64
Holders Change %
+11.94%
% of All Funds
7.9%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.22%
New
112
Increased
238
Reduced
149
Closed
39
Calls
$7.42M
Puts
$5.97M
Net Calls
+$1.46M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.92B -$274K -2,970 -8%
Bank of America
2
Bank of America
North Carolina
$2.33B +$123M +1,333,809 +5%
Morgan Stanley
3
Morgan Stanley
New York
$627M +$16.8M +182,143 +3%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$508M +$60M +650,035 +13%
Wells Fargo
5
Wells Fargo
California
$405M +$61.5M +666,635 +17%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$243M +$27.1M +293,859 +12%
UBS Group
7
UBS Group
Switzerland
$162M +$19.3M +209,030 +13%
NIM
8
NEOS Investment Management
Connecticut
$142M +$78.8M +853,963 +117%
JP Morgan Chase
9
JP Morgan Chase
New York
$129M -$16.4M -178,169 -11%
SRA
10
Summit Rock Advisors
New York
$111M +$907K +9,829 +0.8%
Stifel Financial
11
Stifel Financial
Missouri
$108M -$1.56M -16,930 -1%
Goldman Sachs
12
Goldman Sachs
New York
$89.7M -$135M -1,465,202 -59%
Raymond James Financial
13
Raymond James Financial
Florida
$74.8M +$77.2M +836,802 New
Ameriprise
14
Ameriprise
Minnesota
$73.5M -$5.27M -57,085 -6%
LPL Financial
15
LPL Financial
California
$71.3M +$8.21M +89,039 +13%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$66.8M -$1.2M -12,974 -2%
VWM
17
Venturi Wealth Management
Texas
$65.6M +$3.16M +34,259 +5%
FCBT
18
First Citizens Bank & Trust
North Carolina
$62.3M -$571K -6,193 -0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$52.3M -$54.6K -592 -0.1%
RCIM
20
Red Cedar Investment Management
Michigan
$52.2M +$11.3M +122,027 +26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$46.1M -$299K -3,237 -0.6%
EW
22
Evoke Wealth
California
$43.4M -$3.21M -34,789 -7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$36.5M -$291K -3,150 -0.8%
RDIA
24
RE Dickinson Investment Advisors
Iowa
$36.4M +$62.6K +678 +2%
FWIA
25
Fort Washington Investment Advisors
Ohio
$33.5M +$3.86M +41,840 +13%

VTWO Hedge Fund Activity: Q4 2024 in Review

600 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2024, worth a combined $9.6B — up 46% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTWO positions and 39 closed out — a net gain of 73 holders — while 238 added to existing stakes and 149 trimmed.

The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Texas Permanent School Fund, cutting an estimated $154M.

  • 600 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2024, up from 536 in Q3 2024.
  • Funds reported $9.6B of Vanguard Russell 2000 ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 112 funds opened new Vanguard Russell 2000 ETF positions in Q4 2024 and 39 closed out, a net change of +73 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2024 was Bank of America, an estimated $123M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2024 was Texas Permanent School Fund, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2024.