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Vanguard Russell 2000 Growth ETF

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: 8597 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Bragg Financial Advisors
North Carolina
$490K -$31.6K -140 -6%
CS
52
Comerica Securities
Michigan
$485K +$501K +2,218 New
JMPWA
53
JP Morgan Private Wealth Advisors
California
$455K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$436K -$73.4K -325 -14%
SS
55
Simplicity Solutions
Minnesota
$428K +$117K +520 +36%
IWA
56
IVC Wealth Advisors
Pennsylvania
$422K -$4.07K -18 -0.9%
FC
57
Ferris Capital
Massachusetts
$416K
TRCT
58
Tower Research Capital (TRC)
New York
$390K +$299K +1,323 +288%
PAS
59
Professional Advisory Services
Florida
$366K
HighTower Advisors
60
HighTower Advisors
Illinois
$309K +$319K +1,411 New
MSFS
61
Main Street Financial Solutions
Pennsylvania
$282K +$4.74K +21 +2%
MHS
62
M Holdings Securities
Oregon
$255K +$263K +1,165 New
Ameriprise
63
Ameriprise
Minnesota
$254K +$8.36K +37 +3%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$250K +$45.6K +202 +22%
KA
65
Kovack Advisors
Florida
$237K -$44.5K -197 -15%
Citigroup
66
Citigroup
New York
$228K -$46.1K -204 -16%
KPCM
67
Kings Point Capital Management
New York
$219K -$2.48K -11 -1%
Vanguard Group
68
Vanguard Group
Pennsylvania
$219K +$1.58K +7 +0.7%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$155K
MPCG
70
Matrix Private Capital Group
New York
$102K
S
71
SignatureFD
Georgia
$88K
IF
72
Ironwood Financial
Arizona
$85K
PMFA
73
Plante Moran Financial Advisors
Michigan
$83K -$15.1K -67 -15%
CAL
74
Capital Advisors Ltd
Ohio
$74K +$76.6K +339 New
HI
75
Harbour Investments
Wisconsin
$62K +$64.4K +285 New

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.