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Vanguard Russell 2000 Growth ETF
VTWG

97 hedge funds and large institutions have $247M invested in Vanguard Russell 2000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $187M → $247M (+$60.6M)

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

14% more funds holding

Funds holding: 85 → 97 (+12)

0.63% less ownership

Funds ownership: 34.69% → 34.06% (-0.63%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
31
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16.3M
2
OMC
Old Mission Capital
Illinois
+$13.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.32M
5
Morgan Stanley
Morgan Stanley
New York
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$2.32M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.62M
3
WFA
WestHill Financial Advisors
California
-$638K
4
Truist Financial
Truist Financial
North Carolina
-$543K
5
SWM
Soundmark Wealth Management
Washington
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.63M -$543K -2,405 -17%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.41M +$2.43M +10,741 +3,978%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$2.13M – – –
WPW
29
Waldron Private Wealth
Pennsylvania
$2.04M -$76.8K -340 -4%
EH
30
Equitable Holdings
New York
$1.87M +$452 +2 +0%
ZCM
31
Ziegler Capital Management
Illinois
$1.37M – – –
Brown Advisory
32
Brown Advisory
Maryland
$1.27M -$60.8K -269 -4%
SWP
33
Stratos Wealth Partners
Ohio
$1.24M +$56K +248 +5%
Citadel Advisors
34
Citadel Advisors
Florida
$1.22M +$1.26M +5,557 New
Goldman Sachs
35
Goldman Sachs
New York
$1.19M +$1.22M +5,415 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$827K +3,662 +301%
OC
37
Oppenheimer & Co
New York
$1.04M -$262K -1,160 -20%
FIM
38
Freedom Investment Management
Connecticut
$951K -$99K -438 -9%
CAN
39
Cetera Advisor Networks
California
$873K +$9.26K +41 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$872K +$26.9K +119 +3%
OAM
41
Oppenheimer Asset Management
New York
$789K +$815K +3,607 New
BRWM
42
B. Riley Wealth Management
Tennessee
$778K +$667K +2,953 +243%
Prudential Financial
43
Prudential Financial
New Jersey
$700K +$66K +292 +10%
JWCA
44
J.W. Cole Advisors
Florida
$661K +$293K +1,295 +75%
OIA
45
OneDigital Investment Advisors
Kansas
$641K -$22.1K -98 -3%
UCFA
46
United Capital Financial Advisors
Texas
$571K – – –
SCM
47
Stordahl Capital Management
Colorado
$545K -$166K -734 -23%
HA
48
HC Advisors
Georgia
$525K – – –
RMA
49
Roffman Miller Associates
Pennsylvania
$509K – – –
Creative Planning
50
Creative Planning
Kansas
$502K -$2.26K -10 -0.4%
1
2
3 4 5

VTWG Hedge Fund Activity: Q1 2021 in Review

97 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2021, worth a combined $247M — up 32% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTWG positions and 5 closed out — a net gain of 12 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $16.3M. The largest seller was AssetMark Inc, cutting an estimated $2.32M.

  • 97 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $247M of Vanguard Russell 2000 Growth ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2021 and 5 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2021 was Bank of America, an estimated $16.3M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q1 2021 was AssetMark Inc, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2021.