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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.44M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.31M |
| 3 |
Morgan Stanley
New York
|
+$3.02M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.23M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$3.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.34M |
| 3 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$1.55M |
| 4 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$811K |
| 5 |
AssetMark Inc
Concord,
California
|
-$570K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
76
Reilly Financial Advisors
La Mesa,
California
| $15K | – | – | – |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $12K | – | – | – |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| $11K | – | – | – |
|
79
Fidelity Investments
Boston,
Massachusetts
| $9K | – | – | – |
|
|
GRP
80
Global Retirement Partners
San Rafael,
California
| $5K | – | – | – |
|
|
EWM
81
Edge Wealth Management
New York
| $2K | – | – | – |
|
|
PA
82
Parallel Advisors
San Francisco,
California
| $2K | – | – | – |
|
|
BWA
83
BDO Wealth Advisors
Jacksonville,
Florida
| $2K | +$1.86K | +10 | New |
|
|
FHA
84
First Horizon Advisors
Memphis,
Tennessee
| $2K | +$1.86K | +10 | New |
|
|
AAS
85
Avantax Advisory Services
Dallas,
Texas
| – | -$243K | -1,506 | Closed |
|
86
HighTower Advisors
Chicago,
Illinois
| – | -$221K | -1,371 | Closed |
|
|
FGAM
87
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$371 | +2 | New |
|
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.