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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
Jane Street
51
Jane Street
New York
$315K -$42.7K -230 -13%
SS
52
Simplicity Solutions
Minnesota
$300K +$19.7K +106 +8%
LHC
53
Little House Capital
Massachusetts
$295K -$1.55M -8,358 -86%
KA
54
Kovack Advisors
Florida
$267K +$238K +1,282 New
MSFS
55
Main Street Financial Solutions
Pennsylvania
$265K +$236K +1,270 New
Citigroup
56
Citigroup
New York
$260K -$9.46K -51 -4%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$253K -$1.49K -8 -0.7%
BRWM
58
B. Riley Wealth Management
Tennessee
$253K +$225K +1,213 New
Ameriprise
59
Ameriprise
Minnesota
$235K +$209K +1,126 New
KPCM
60
Kings Point Capital Management
New York
$211K +$2.04K +11 +1%
Vanguard Group
61
Vanguard Group
Pennsylvania
$207K +$184K +992 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$196K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$155K – – –
MPCG
64
Matrix Private Capital Group
New York
$97K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$96K +$85.4K +460 New
PMFA
66
Plante Moran Financial Advisors
Michigan
$93K – – –
S
67
SignatureFD
Georgia
$83K +$74.2K +400 New
IF
68
Ironwood Financial
Arizona
$81K +$72K +388 New
PFO
69
Pathstone Family Office
New Jersey
$71K – – –
Bessemer Group
70
Bessemer Group
New Jersey
$57K +$51K +275 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$56K – – –
AF
72
Allworth Financial
California
$32K – – –
APA
73
American Portfolios Advisors
New York
$24.8K +$22.1K +119 New
CFGS
74
Concourse Financial Group Securities
Alabama
$23K – – –
FA
75
Faithward Advisors
Pennsylvania
$21K +$18.6K +100 New
1 2
3
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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.