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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
Citigroup
51
Citigroup
New York
$209K +$11.9K +75 +6%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$197K +$85.9K +540 +79%
KPCM
53
Kings Point Capital Management
New York
$161K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$155K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$152K -$25K -157 -14%
MPCG
56
Matrix Private Capital Group
New York
$75K – – –
PMFA
57
Plante Moran Financial Advisors
Michigan
$72K – – –
PFO
58
Pathstone Family Office
New Jersey
$55K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$43K +$43K +270 New
AF
60
Allworth Financial
California
$25K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$18K +$17.7K +111 New
RFA
62
Reilly Financial Advisors
California
$11K – – –
AF
63
Advisornet Financial
Minnesota
$9K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$9K +$9.23K +58 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$7K – – –
GRP
66
Global Retirement Partners
California
$4K – – –
EWM
67
Edge Wealth Management
New York
$1K – – –
PA
68
Parallel Advisors
California
$1K – – –
PAG
69
Private Advisor Group
New Jersey
– -$24K -157 Closed
GWM
70
Geneos Wealth Management
Colorado
– -$8K -60 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$8K -52 Closed
SF
72
Synovus Financial
Georgia
– -$5K -34 Closed
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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.