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Vanguard Russell 2000 Growth ETF
VTWG

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: 85 → 97 (+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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16.3M
2
OMC
Old Mission Capital
Illinois
+$13.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.32M
5
Morgan Stanley
Morgan Stanley
New York
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$2.32M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.62M
3
WFA
WestHill Financial Advisors
California
-$638K
4
Truist Financial
Truist Financial
North Carolina
-$543K
5
SWM
Soundmark Wealth Management
Washington
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$60K – – –
FA
77
Faithward Advisors
Pennsylvania
$53K +$31.6K +140 +140%
AF
78
Allworth Financial
California
$33K – – –
JP Morgan Chase
79
JP Morgan Chase
New York
$33K +$33.9K +150 New
MCC
80
Money Concepts Capital
Florida
$33K +$33.9K +150 New
CFGS
81
Concourse Financial Group Securities
Alabama
$24K – – –
RFA
82
Reilly Financial Advisors
California
$16K – – –
IA
83
IFP Advisors
Florida
$16K +$16.9K +75 New
SPIA
84
Steward Partners Investment Advisory
New York
$12.7K – – –
AF
85
Advisornet Financial
Minnesota
$12K – – –
HR
86
Howe & Rusling
New York
$10K +$10.2K +45 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$9K -$678 -3 -7%
BWA
88
BDO Wealth Advisors
Florida
$8K +$5.65K +25 +250%
GRP
89
Global Retirement Partners
California
$5K – – –
EWM
90
Edge Wealth Management
New York
$2K – – –
FHA
91
First Horizon Advisors
Tennessee
$2K – – –
PA
92
Parallel Advisors
California
$2K – – –
CWC
93
Carolinas Wealth Consulting
North Carolina
$1K +$678 +3 New
ACA
94
Aptus Capital Advisors
Alabama
$1K +$1.13K +5 New
MA
95
Montag & Associates
Georgia
$1K +$1.13K +5 New
1WM
96
1900 Wealth Management
Texas
$544 +$562K +2,489 New
FGAM
97
Financial Gravity Asset Management
Texas
$369 – – –
SWM
98
Soundmark Wealth Management
Washington
– -$357K -1,556 Closed
Jane Street
99
Jane Street
New York
– -$315K -1,510 Closed
LHC
100
Little House Capital
Massachusetts
– -$295K -1,416 Closed
1 2 3
4
5

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.