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Vanguard Russell 2000 Growth ETF

110 hedge funds and large institutions have $276M invested in Vanguard Russell 2000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $244M → $276M (+$31.9M)

2% more funds holding

Funds holding: 108110 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.38% less ownership

Funds ownership: 34.6%33.22% (-1.4%)

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
40
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
51
Freedom Investment Management
Connecticut
$732K -$23.5K -107 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$677K +$26.1K +119 +4%
OC
53
Oppenheimer & Co
New York
$600K -$27.4K -125 -4%
SFG
54
StrategIQ Financial Group
Indiana
$584K +$601K +2,740 New
Creative Planning
55
Creative Planning
Kansas
$533K -$14K -64 -2%
UCFA
56
United Capital Financial Advisors
Texas
$530K -$27.4K -125 -5%
HA
57
HC Advisors
Georgia
$512K
CS
58
Comerica Securities
Michigan
$508K
RMA
59
Roffman Miller Associates
Pennsylvania
$499K +$2.19K +10 +0.4%
BFA
60
Bragg Financial Advisors
North Carolina
$480K
BRWM
61
B. Riley Wealth Management
Tennessee
$478K +$6.14K +28 +1%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$471K +$5.92K +27 +1%
LIA
63
LBMC Investment Advisors
Tennessee
$462K +$475K +2,165 New
SS
64
Simplicity Solutions
Minnesota
$407K +$8.78K +40 +2%
HNWAG
65
High Net Worth Advisory Group
Florida
$384K +$395K +1,800 New
PAS
66
Professional Advisory Services
Florida
$357K
CWA
67
Consilio Wealth Advisors
Washington
$343K +$323K +1,472 New
HighTower Advisors
68
HighTower Advisors
Illinois
$340K +$14.7K +67 +4%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$328K
MGIA
70
Moneta Group Investment Advisors
Missouri
$306K +$315K +1,434 New
LHC
71
Little House Capital
Massachusetts
$289K
MSFS
72
Main Street Financial Solutions
Pennsylvania
$277K -$5.26K -24 -2%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$261K -$2.41K -11 -0.9%
LFWA
74
LBJ Family Wealth Advisors
Texas
$261K +$4.39K +20 +2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$244K +$25K +114 +11%

VTWG Hedge Fund Activity: Q4 2021 in Review

110 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q4 2021, worth a combined $276M — up 13% from $244M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTWG positions and 13 closed out — a net gain of 3 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $17.2M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 110 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q4 2021, up from 108 in Q3 2021.
  • Funds reported $276M of Vanguard Russell 2000 Growth ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 16 funds opened new Vanguard Russell 2000 Growth ETF positions in Q4 2021 and 13 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q4 2021 was Westwood Holdings Group, an estimated $17.2M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2021.