Vanguard Russell 2000 Growth ETF
VTWG
34 hedge funds and large institutions have $42M invested in Vanguard Russell 2000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
6% more funds holding
Funds holding: 32 → 34 (+2)
9.69% less ownership
Funds ownership: 32.02% → 22.34% (-9.7%)
29% less capital invested
Capital invested by funds: $59.5M → $42M (-$17.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$930K |
| 2 |
Morgan Stanley
New York
|
+$578K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$567K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$553K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.9M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$570K |
| 5 |
LPL Financial
San Diego,
California
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
26
Pathstone Family Office
Englewood,
New Jersey
| $69K | +$119 | +1 | +0.2% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $42K | +$717 | +6 | +2% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $24K | +$23.8K | +199 | New |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $17K | – | – | – |
|
|
GWA
30
Guidant Wealth Advisors
Palatine,
Illinois
| $10K | – | – | – |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
32
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$570K | -4,857 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$15K | -124 | Closed |
|
|
PCP
35
Proficio Capital Partners
Newton,
Massachusetts
| – | +$358 | +3 | New |
|
VTWG Hedge Fund Activity: Q2 2017 in Review
34 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q2 2017, worth a combined $42M — down 29% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VTWG positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Brown Advisory, adding an estimated $930K. The largest seller was Bank of America, cutting an estimated $11.2M.
- 34 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q2 2017, up from 32 in Q1 2017.
- Funds reported $42M of Vanguard Russell 2000 Growth ETF stock for Q2 2017, down 29% quarter-over-quarter.
- 4 funds opened new Vanguard Russell 2000 Growth ETF positions in Q2 2017 and 2 closed out, a net change of +2 holders.
- The largest Vanguard Russell 2000 Growth ETF buyer in Q2 2017 was Brown Advisory, an estimated $930K added.
- The largest Vanguard Russell 2000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2017.