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Vanguard Russell 2000 Growth ETF
VTWG

85 hedge funds and large institutions have $187M invested in Vanguard Russell 2000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $138M → $187M (+$48.3M)

25% more funds holding

Funds holding: 68 → 85 (+17)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

3.43% less ownership

Funds ownership: 38.12% → 34.69% (-3.4%)

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
23
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.44M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.31M
3
Morgan Stanley
Morgan Stanley
New York
+$3.02M
4
Wells Fargo
Wells Fargo
California
+$2.23M
5
MFS
Madrona Financial Services
Washington
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
RRC
Relaxing Retirement Coach
Massachusetts
-$3.45M
2
UBS Group
UBS Group
Switzerland
-$3.34M
3
LHC
Little House Capital
Massachusetts
-$1.55M
4
WPW
Waldron Private Wealth
Pennsylvania
-$811K
5
AssetMark Inc
AssetMark Inc
California
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
26
Waldron Private Wealth
Pennsylvania
$2.02M -$811K -4,371 -31%
EH
27
Equitable Holdings
New York
$1.78M -$43.1K -232 -3%
ZCM
28
Ziegler Capital Management
Illinois
$1.31M – – –
Brown Advisory
29
Brown Advisory
Maryland
$1.27M – – –
OC
30
Oppenheimer & Co
New York
$1.24M -$167K -900 -13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.24M -$36.6K -197 -3%
SWP
32
Stratos Wealth Partners
Ohio
$1.13M -$8.72K -47 -0.9%
FIM
33
Freedom Investment Management
Connecticut
$998K -$74.4K -401 -8%
CAN
34
Cetera Advisor Networks
California
$823K +$213K +1,147 +41%
MML Investors Services
35
MML Investors Services
Massachusetts
$806K +$103K +557 +17%
SCM
36
Stordahl Capital Management
Colorado
$673K -$46.4K -250 -7%
OIA
37
OneDigital Investment Advisors
Kansas
$631K +$45.8K +247 +9%
Prudential Financial
38
Prudential Financial
New Jersey
$607K +$54.9K +296 +11%
UCFA
39
United Capital Financial Advisors
Texas
$545K – – –
HA
40
HC Advisors
Georgia
$500K – – –
BFA
41
Bragg Financial Advisors
North Carolina
$497K – – –
RMA
42
Roffman Miller Associates
Pennsylvania
$486K +$742 +4 +0.2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$483K +$49K +264 +13%
Creative Planning
44
Creative Planning
Kansas
$481K +$53.6K +289 +14%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$434K – – –
IWA
46
IVC Wealth Advisors
Pennsylvania
$406K +$361K +1,947 New
FC
47
Ferris Capital
Massachusetts
$396K – – –
JWCA
48
J.W. Cole Advisors
Florida
$360K +$32.5K +175 +11%
SWM
49
Soundmark Wealth Management
Washington
$357K +$289K +1,556 New
PAS
50
Professional Advisory Services
Florida
$349K – – –
1
2
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VTWG Hedge Fund Activity: Q4 2020 in Review

85 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q4 2020, worth a combined $187M — up 35% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VTWG positions and 2 closed out — a net gain of 18 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $6.44M. The largest seller was Relaxing Retirement Coach, cutting an estimated $3.45M.

  • 85 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $187M of Vanguard Russell 2000 Growth ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 20 funds opened new Vanguard Russell 2000 Growth ETF positions in Q4 2020 and 2 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $6.44M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q4 2020 was Relaxing Retirement Coach, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2020.