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Vanguard Russell 2000 Growth ETF

56 hedge funds and large institutions have $114M invested in Vanguard Russell 2000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

27% more capital invested

Capital invested by funds: $89.8M → $114M (+$24.2M)

6% more funds holding

Funds holding: 5356 (+3)

2% more ownership

Funds ownership: 36.46%38.46% (+2%)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$636K +$579K +3,986 +1,307%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$625K
LFS
28
Legacy Financial Strategies
Kansas
$544K +$207K +1,423 +63%
MML Investors Services
29
MML Investors Services
Massachusetts
$443K -$45.9K -316 -10%
CA
30
Cetera Advisors
Colorado
$394K +$16.1K +111 +4%
SS
31
Simplicity Solutions
Minnesota
$267K +$262K +1,801 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$235K
William Blair & Company
33
William Blair & Company
Illinois
$234K
Prudential Financial
34
Prudential Financial
New Jersey
$222K +$217K +1,496 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$208K
AMCA
36
Arthur M. Cohen & Associates
Illinois
$201K +$197K +1,353 New
TAIM
37
TD Ameritrade Investment Management
Nebraska
$190K +$186K +1,280 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$177K
Citigroup
39
Citigroup
New York
$151K +$47.9K +330 +48%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$99K +$33.4K +230 +53%
PFO
41
Pathstone Family Office
New Jersey
$57K -$19.9K -137 -26%
CC
42
Claybrook Capital
Massachusetts
$57K
CF
43
Centaurus Financial
California
$51K +$49.5K +341 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$34K +$33.4K +230 New
AF
45
Allworth Financial
California
$23K +$22.2K +153 New
SWM
46
SeaCrest Wealth Management
New York
$18K
SEI Investments
47
SEI Investments
Pennsylvania
$15K +$15.1K +104 New
IA
48
IFP Advisors
Florida
$14K +$6.68K +46 +92%
FGAM
49
Financial Gravity Asset Management
Texas
$10K +$1.16K +8 +14%
GWM
50
Geneos Wealth Management
Colorado
$8K

VTWG Hedge Fund Activity: Q2 2018 in Review

56 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q2 2018, worth a combined $114M — up 27% from $89.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTWG positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $6.01M. The largest seller was Goldman Sachs, cutting an estimated $1.73M.

  • 56 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q2 2018, up from 53 in Q1 2018.
  • Funds reported $114M of Vanguard Russell 2000 Growth ETF stock for Q2 2018, up 27% quarter-over-quarter.
  • 10 funds opened new Vanguard Russell 2000 Growth ETF positions in Q2 2018 and 4 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q2 2018 was Bank of America, an estimated $6.01M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q2 2018 was Goldman Sachs, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2018.