We are live on ! Find out more
VTWO icon

Vanguard Russell 2000 ETF

581 hedge funds and large institutions have $6.59B invested in Vanguard Russell 2000 ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 241 increasing their positions, 163 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $2.25M

48% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 163

6.05% more ownership

Funds ownership: 54.48%60.54% (+6.1%)

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

3% less funds holding

Funds holding: 600581 (-19)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

31% less capital invested

Capital invested by funds: $9.6B → $6.59B (-$3.01B)

Holders
581
Holders Change
-19
Holders Change %
-3.17%
% of All Funds
7.79%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
60
Increased
241
Reduced
163
Closed
65
Calls
$10.1M
Puts
$2.25M
Net Calls
+$7.82M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.14B +$34.4M +391,815 +2%
Wells Fargo
2
Wells Fargo
California
$567M +$219M +2,500,015 +55%
Morgan Stanley
3
Morgan Stanley
New York
$565M -$1.43M -16,242 -0.2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$556M +$363M +4,138,846 +152%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$487M +$30.6M +348,892 +6%
NIM
6
NEOS Investment Management
Connecticut
$159M +$33.5M +381,514 +24%
JP Morgan Chase
7
JP Morgan Chase
New York
$122M +$6.22M +70,906 +5%
UBS Group
8
UBS Group
Switzerland
$122M -$26.3M -300,044 -17%
SRA
9
Summit Rock Advisors
New York
$119M +$21.1M +240,568 +19%
Stifel Financial
10
Stifel Financial
Missouri
$100M +$3.15M +35,862 +3%
Goldman Sachs
11
Goldman Sachs
New York
$65.3M -$17M -194,143 -19%
LPL Financial
12
LPL Financial
California
$63.2M -$1.29M -14,753 -2%
Raymond James Financial
13
Raymond James Financial
Florida
$62.5M -$5.48M -62,450 -7%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$61.7M +$1.43M +16,245 +2%
FCBT
15
First Citizens Bank & Trust
North Carolina
$58.9M +$2.81M +32,073 +5%
VWM
16
Venturi Wealth Management
Texas
$57.4M -$1.96M -22,365 -3%
Ameriprise
17
Ameriprise
Minnesota
$51M -$16.7M -190,303 -23%
RCIM
18
Red Cedar Investment Management
Michigan
$42.2M -$5.3M -60,376 -10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$40.4M -$1.3M -14,852 -3%
EW
20
Evoke Wealth
California
$40.3M +$1.18M +13,466 +3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$31.6M -$1.48M -16,887 -4%
FWIA
22
Fort Washington Investment Advisors
Ohio
$30.1M -$226K -2,574 -0.7%
CA
23
CSM Advisors
Pennsylvania
$26.6M -$3.82M -43,507 -12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$24M -$25.2M -287,617 -49%
GS
25
GWN Securities
Florida
$23M +$22.2M +253,540 +1,160%

VTWO Hedge Fund Activity: Q1 2025 in Review

581 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2025, worth a combined $6.59B — down 31% from $9.6B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of VTWO and 60 opened new positions — a net loss of 5 holders — while 163 trimmed existing stakes and 241 added.

The largest buyer was Jones Financial Companies, adding an estimated $363M. The largest seller was UBS Group, cutting an estimated $26.3M.

  • 581 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2025, down from 600 in Q4 2024.
  • Funds reported $6.59B of Vanguard Russell 2000 ETF stock for Q1 2025, down 31% quarter-over-quarter.
  • 60 funds opened new Vanguard Russell 2000 ETF positions in Q1 2025 and 65 closed out, a net change of -5 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $363M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2025 was UBS Group, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2025.