VTWO Institutional Ownership
Vanguard Russell 2000 ETF
1W: -0.2%
1M: -4.4%
3M: -5.9%
YTD: +13.1%
1Y: +16.0%
3Y: +64.1%
5Y: +33.6%
$113.70
+1.03 (+0.91%)
Weekly Expected Move ±1.6%
$110
$112
$114
$116
$117
Overview
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Holdings
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Institutional Ownership — VTWO
777
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
98
New Positions
258
Increased
257
Reduced
33
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (818 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 24,964,224 | 2.8B | +1,128,000 | +4.7% | 15Q | SEC ↗ |
| 2 | UBS Group AG | 13,062,676 | 1.5B | +249,077 | +1.9% | 21Q | SEC ↗ |
| 3 | MORGAN STANLEY | 8,955,617 | 1.0B | +19,016 | +0.2% | 60Q | SEC ↗ |
| 4 | NEOS Investment Management LLC | 8,513,553 | 968M | +1,908,879 | +28.9% | 9Q | SEC ↗ |
| 5 | US BANCORP \DE | 5,896,669 | 670M | +138,459 | +2.4% | 49Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 4,076,388 | 463M | +335,542 | +9.0% | 63Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 3,612,932 | 411M | +15,687 | +0.4% | 35Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 2,947,269 | 335M | -1,250,406 | -29.8% | 17Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 2,849,165 | 324M | -91,536 | -3.1% | 15Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 2,269,264 | 258M | +789,772 | +53.4% | 23Q | SEC ↗ |
| 11 | NATIXIS ADVISORS, LLC | 1,922,657 | 219M | -993,515 | -34.1% | 17Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 1,861,145 | 212M | +4,758 | +0.3% | 53Q | SEC ↗ |
| 13 | UBS AM, a distinct business unit of UB | 1,803,053 | 205M | -606,891 | -25.2% | 3Q | SEC ↗ |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | 1,480,354 | 168M | +213,760 | +16.9% | 3Q | SEC ↗ |
| 15 | LPL Financial LLC | 1,226,242 | 139M | +155,023 | +14.5% | 54Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP | 1,132,212 | 129M | +451,254 | +66.3% | 30Q | SEC ↗ |
| 17 | NEUBERGER BERMAN GROUP LLC | 862,639 | 98M | -7,261 | -0.8% | 10Q | SEC ↗ |
| 18 | BANK OF MONTREAL /CAN | 774,422 | 88M | +85,947 | +12.5% | 23Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 740,209 | 84M | +30,347 | +4.3% | 7Q | SEC ↗ |
| 20 | AMG National Trust Bank | 628,901 | 72M | +91,352 | +17.0% | 7Q | SEC ↗ |
| 21 | MAI Capital Management | 627,845 | 71M | +619,508 | +7430.8% | 7Q | SEC ↗ |
| 22 | Henshaw Capital LLC | 582,050 | 66M | — | +0.0% | 26Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 566,229 | 64M | -17,428 | -3.0% | 16Q | SEC ↗ |
| 24 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 420,000 | 48M | -82,000 | -16.3% | 3Q | SEC ↗ |
| 25 | Venturi Wealth Management, LLC | 415,648 | 47M | -11,986 | -2.8% | 23Q | SEC ↗ |
| 26 | FORT WASHINGTON INVESTMENT ADVISORS IN | 387,207 | 44M | -87,468 | -18.4% | 39Q | SEC ↗ |
| 27 | TEXAS TREASURY SAFEKEEPING TRUST CO NEW | 356,474 | 41M | — | +0.0% | 1Q | SEC ↗ |
| 28 | WESBANCO BANK INC | 352,082 | 40M | +78,895 | +28.9% | 8Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 310,407 | 35M | -44,870 | -12.6% | 61Q | SEC ↗ |
| 30 | Envestnet Portfolio Solutions, Inc. | 302,916 | 34M | +100,757 | +49.8% | 12Q | SEC ↗ |
| 31 | Waverly Advisors, LLC | 294,285 | 33M | -22,715 | -7.2% | 35Q | SEC ↗ |
| 32 | AE Wealth Management LLC | 289,507 | 33M | +7,349 | +2.6% | 25Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 275,322 | 31M | +455 | +0.2% | 50Q | SEC ↗ |
| 34 | FIRST CITIZENS BANK & TRUST CO | 261,877 | 30M | +99,172 | +61.0% | 24Q | SEC ↗ |
| 35 | MOODY NATIONAL BANK TRUST DIVISION | 260,175 | 30M | +57,386 | +28.3% | 25Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 255,238 | 29M | +55,464 | +27.8% | 28Q | SEC ↗ |
| 37 | Lido Advisors, LLC | 234,831 | 27M | -42,121 | -15.2% | 15Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 223,431 | 25M | +2,232 | +1.0% | 23Q | SEC ↗ |
| 39 | CSM Advisors, LLC | 212,943 | 24M | -166,968 | -43.9% | 21Q | SEC ↗ |
| 40 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 206,297 | 23M | -23,645 | -10.3% | 24Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 199,997 | 23M | +18,472 | +10.2% | 26Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 192,676 | 22M | +1,889 | +1.0% | 41Q | SEC ↗ |
| 43 | GLENMEDE TRUST CO NA | 184,661 | 21M | +12,375 | +7.2% | 3Q | SEC ↗ |
| 44 | S. R. Schill & Associates | 168,515 | 19M | -22,017 | -11.6% | 24Q | SEC ↗ |
| 45 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 165,262 | 19M | +50,565 | +44.1% | 14Q | SEC ↗ |
| 46 | Focus Partners Wealth | 165,195 | 19M | -12,807 | -7.2% | 11Q | SEC ↗ |
| 47 | ALERUS FINANCIAL NA | 156,705 | 18M | -5,048 | -3.1% | 5Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 155,114 | 18M | +23,737 | +18.1% | 37Q | SEC ↗ |
| 49 | SCHRODER INVESTMENT MANAGEMENT GROUP | 152,902 | 17M | +6,408 | +4.4% | 18Q | SEC ↗ |
| 50 | LBMC INVESTMENT ADVISORS, LLC | 149,225 | 17M | -160 | -0.1% | 59Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TEXAS TREASURY SAFEKEEPING TRUST CO | 356,474 | 41M |
| Encompass More Asset Management | 88,061 | 10M |
| Myriad Asset Management Advisors LL | 87,623 | 10M |
| IMA Advisory Services, Inc. | 41,334 | 5M |
| Montgomery Financial Services LLC | 31,767 | 4M |
| J. M. Brown & Associates Inc. | 31,138 | 4M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 21,876 | 2M |
| Global Retirement Partners, LLC | 19,845 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,952 | 2M |
| Myriad Asset Management US LP | 14,610 | 2M |
| Summit Global Investments | 14,480 | 2M |
| VERUS CAPITAL PARTNERS, LLC | 14,166 | 2M |
| BIP Wealth, LLC | 13,796 | 2M |
| First Heartland Consultants, Inc. | 12,878 | 1M |
| MEITAV INVESTMENT HOUSE LTD | 12,435 | 1M |
| National Philanthropic Trust | 9,393 | 1M |
| Headlands Technologies LLC | 9,110 | 1M |
| IFG Advisory, LLC | 8,927 | 1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 8,573 | 975K |
| Colter Lewis Investment Partners LL | 7,644 | 869K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 570,798 | 65M |
| IMC-Chicago, LLC | 239,506 | 27M |
| Allianz SE | 76,000 | 9M |
| Vident Advisory, LLC | 43,100 | 5M |
| Waterloo Capital, L.P. | 37,240 | 4M |
| Thomist Capital Management, LP | 35,710 | 4M |
| SIMON QUICK ADVISORS, LLC | 32,734 | 4M |
| FIDUCIENT ADVISORS LLC | 26,403 | 3M |
| Jump Financial, LLC | 23,528 | 3M |
| Violich Capital Management, Inc. | 17,000 | 2M |
| RENAISSANCE TECHNOLOGIES LLC | 16,900 | 2M |
| BARINGS LLC | 15,737 | 2M |
| LOOMIS SAYLES & CO L P | 14,450 | 2M |
| Hudson Value Partners, LLC | 13,722 | 2M |
| CITADEL ADVISORS LLC | 11,820 | 1M |
| Legacy Advisory Services, LLC | 9,166 | 1M |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 8,655 | 984K |
| GK Wealth Management LLC | 8,396 | 955K |
| Rehmann Capital Advisory Group | 6,777 | 771K |
| TFB Advisors LLC | 6,074 | 691K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NEOS Investment Management LLC | +1,908,879 | +28.9% | 8,513,553 |
| BANK OF AMERICA CORP /DE | +1,128,000 | +4.7% | 24,964,224 |
| STIFEL FINANCIAL CORP | +789,772 | +53.4% | 2,269,264 |
| MAI Capital Management | +619,508 | +7430.8% | 627,845 |
| TRUIST FINANCIAL CORP | +451,254 | +66.3% | 1,132,212 |
| WELLS FARGO & COMPANY/MN | +335,542 | +9.0% | 4,076,388 |
| UBS Group AG | +249,077 | +1.9% | 13,062,676 |
| EXCHANGE TRADED CONCEPTS, LLC | +213,760 | +16.9% | 1,480,354 |
| LPL Financial LLC | +155,023 | +14.5% | 1,226,242 |
| US BANCORP \DE | +138,459 | +2.4% | 5,896,669 |
| Envestnet Portfolio Solutions, Inc. | +100,757 | +49.8% | 302,916 |
| FIRST CITIZENS BANK & TRUST CO | +99,172 | +61.0% | 261,877 |
| AMG National Trust Bank | +91,352 | +17.0% | 628,901 |
| BANK OF MONTREAL /CAN | +85,947 | +12.5% | 774,422 |
| WESBANCO BANK INC | +78,895 | +28.9% | 352,082 |
| JOHNSON INVESTMENT COUNSEL INC | +77,891 | +501.7% | 93,417 |
| MOODY NATIONAL BANK TRUST DIVISION | +57,386 | +28.3% | 260,175 |
| Rockefeller Capital Management L.P. | +55,464 | +27.8% | 255,238 |
| Cullen/Frost Bankers, Inc. | +54,228 | +17052.8% | 54,546 |
| PARTNERS CAPITAL INVESTMENT GROUP, | +50,565 | +44.1% | 165,262 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -1,250,406 | -29.8% | 2,947,269 |
| NATIXIS ADVISORS, LLC | -993,515 | -34.1% | 1,922,657 |
| UBS AM, a distinct business unit of | -606,891 | -25.2% | 1,803,053 |
| Nuveen, LLC | -208,527 | -87.5% | 29,745 |
| CSM Advisors, LLC | -166,968 | -43.9% | 212,943 |
| BNP PARIBAS FINANCIAL MARKETS | -143,787 | -52.3% | 131,213 |
| GOLDMAN SACHS GROUP INC | -91,536 | -3.1% | 2,849,165 |
| FORT WASHINGTON INVESTMENT ADVISORS | -87,468 | -18.4% | 387,207 |
| JANE STREET GROUP, LLC | -83,799 | -97.2% | 2,457 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -82,000 | -16.3% | 420,000 |
| Lloyd Advisory Services, LLC. | -71,000 | -95.5% | 3,375 |
| HRT FINANCIAL LP | -61,926 | -80.0% | 15,468 |
| ROYAL BANK OF CANADA | -44,870 | -12.6% | 310,407 |
| Lido Advisors, LLC | -42,121 | -15.2% | 234,831 |
| Tidal Investments LLC | -37,360 | -83.5% | 7,401 |
| Cresset Asset Management, LLC | -31,637 | -24.0% | 100,163 |
| SMART Wealth LLC | -25,205 | -85.6% | 4,254 |
| RED CEDAR INVESTMENT MANAGEMENT, LL | -23,645 | -10.3% | 206,297 |
| Waverly Advisors, LLC | -22,715 | -7.2% | 294,285 |
| S. R. Schill & Associates | -22,017 | -11.6% | 168,515 |