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Vanguard Russell 2000 Growth ETF

53 hedge funds and large institutions have $89.8M invested in Vanguard Russell 2000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

54% more capital invested

Capital invested by funds: $58.2M → $89.8M (+$31.6M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9.92% more ownership

Funds ownership: 26.55%36.46% (+9.9%)

0% more funds holding

Funds holding: 5353 (0)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$353K +$355K +2,549 New
LFS
27
Legacy Financial Strategies
Kansas
$311K +$313K +2,247 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$257K +$104K +745 +67%
William Blair & Company
29
William Blair & Company
Illinois
$219K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$219K +$14.1K +101 +7%
RJA
31
Raymond James & Associates
Florida
$208K -$306K -2,192 -59%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$194K
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$177K -$35.1K -252 -16%
Citigroup
34
Citigroup
New York
$95K +$4.88K +35 +5%
PFO
35
Pathstone Family Office
New Jersey
$72K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$61K +$6.27K +45 +11%
CC
37
Claybrook Capital
Massachusetts
$53K -$41.8K -300 -44%
AG
38
Advisor Group
Arizona
$42K
FPF
39
FNY Partners Fund
New York
$20K +$20.6K +148 New
SWM
40
SeaCrest Wealth Management
New York
$17K
IWM
41
IHT Wealth Management
Illinois
$14K
RCAG
42
Rehmann Capital Advisory Group
Michigan
$14K +$14.5K +104 New
GWM
43
Geneos Wealth Management
Colorado
$8K
FGAM
44
Financial Gravity Asset Management
Texas
$8K +$8.22K +59 New
FGC
45
Financial Gravity Companies
Texas
$8K +$8.22K +59 New
HNB
46
Huntington National Bank
Ohio
$7K
IA
47
IFP Advisors
Florida
$7K
PWAG
48
Polaris Wealth Advisory Group
California
$7K +$6.97K +50 New
BlackRock
49
BlackRock
New York
$4K +$2.65K +19 +190%
GRP
50
Global Retirement Partners
California
$3K

VTWG Hedge Fund Activity: Q1 2018 in Review

53 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2018, worth a combined $89.8M — up 54% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VTWG positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $27.9M. The largest seller was Jane Street, exiting entirely with an estimated $2.38M sold.

  • 53 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $89.8M of Vanguard Russell 2000 Growth ETF stock for Q1 2018, up 54% quarter-over-quarter.
  • 9 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2018 and 8 closed out, a net change of +1 holder.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2018 was Deutsche Bank, an estimated $27.9M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q1 2018 was Jane Street, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2018.