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Vanguard Russell 2000 Growth ETF
VTWG

68 hedge funds and large institutions have $138M invested in Vanguard Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $119M → $138M (+$19.6M)

12.48% more ownership

Funds ownership: 25.63% → 38.12% (+12%)

3% more funds holding

Funds holding: 66 → 68 (+2)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.2M
2
RRC
Relaxing Retirement Coach
Massachusetts
+$2.59M
3
AssetMark Inc
AssetMark Inc
California
+$1.05M
4
Morgan Stanley
Morgan Stanley
New York
+$663K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$526K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.63M
2
FAAS
First Allied Advisory Services
California
-$847K
3
Bank of America
Bank of America
North Carolina
-$837K
4
LPL Financial
LPL Financial
California
-$234K
5
WPW
Waldron Private Wealth
Pennsylvania
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
26
Ziegler Capital Management
Illinois
$1.01M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$989K +$34.4K +216 +4%
Brown Advisory
28
Brown Advisory
Maryland
$983K – – –
SWP
29
Stratos Wealth Partners
Ohio
$884K -$11.8K -74 -1%
FIM
30
Freedom Investment Management
Connecticut
$837K -$89.8K -564 -10%
SCM
31
Stordahl Capital Management
Colorado
$561K -$16.9K -106 -3%
MML Investors Services
32
MML Investors Services
Massachusetts
$534K +$51.2K +322 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$533K +$526K +3,305 New
CAN
34
Cetera Advisor Networks
California
$452K +$59.7K +375 +15%
OIA
35
OneDigital Investment Advisors
Kansas
$448K +$442K +2,780 New
Prudential Financial
36
Prudential Financial
New Jersey
$421K +$22.4K +141 +6%
UCFA
37
United Capital Financial Advisors
Texas
$421K +$52.7K +331 +15%
HA
38
HC Advisors
Georgia
$387K – – –
BFA
39
Bragg Financial Advisors
North Carolina
$384K -$18K -113 -5%
RMA
40
Roffman Miller Associates
Pennsylvania
$375K +$955 +6 +0.3%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$336K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$335K – – –
Creative Planning
43
Creative Planning
Kansas
$325K – – –
FC
44
Ferris Capital
Massachusetts
$307K – – –
Jane Street
45
Jane Street
New York
$281K +$277K +1,740 New
PAS
46
Professional Advisory Services
Florida
$270K – – –
JWCA
47
J.W. Cole Advisors
Florida
$250K +$247K +1,550 New
AAS
48
Avantax Advisory Services
Texas
$243K +$15K +94 +7%
HighTower Advisors
49
HighTower Advisors
Illinois
$221K +$159 +1 +0.1%
SS
50
Simplicity Solutions
Minnesota
$215K -$19.3K -121 -8%
1
2
3

VTWG Hedge Fund Activity: Q3 2020 in Review

68 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q3 2020, worth a combined $138M — up 16% from $119M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VTWG positions and 6 closed out — a net gain of 2 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.2M. The largest seller was Wells Fargo, cutting an estimated $1.63M.

  • 68 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $138M of Vanguard Russell 2000 Growth ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 8 funds opened new Vanguard Russell 2000 Growth ETF positions in Q3 2020 and 6 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $3.2M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q3 2020 was Wells Fargo, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2020.