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Vanguard Russell 2000 Growth ETF

32 hedge funds and large institutions have $59.5M invested in Vanguard Russell 2000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

7% more funds holding

Funds holding: 3032 (+2)

5% more capital invested

Capital invested by funds: $56.5M → $59.5M (+$3.04M)

0% more ownership

Funds ownership: 32.02%32.02% (+0%)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.9M +$6.36M +55,234 +69%
Wells Fargo
2
Wells Fargo
California
$12.6M +$2.81M +24,366 +29%
Goldman Sachs
3
Goldman Sachs
New York
$5.92M -$23.6K -205 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$4.34M +$10.9K +95 +0.3%
LPL Financial
5
LPL Financial
California
$4.27M -$1.27K -11 -0%
CAN
6
Cetera Advisor Networks
California
$3.03M -$829K -7,196 -22%
UBS Group
7
UBS Group
Switzerland
$2.37M -$268K -2,326 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.93M +$64.4K +559 +4%
Comerica Bank
9
Comerica Bank
Texas
$1.54M +$642K +5,573 +78%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.38M -$33.2K -288 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.3M -$15.8K -137 -1%
Brown Advisory
12
Brown Advisory
Maryland
$966K +$185K +1,610 +24%
FTS
13
Fifth Third Securities
Ohio
$632K +$301K +2,615 +95%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589K +$142K +1,236 +33%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$570K -$3.24M -28,097 -85%
VF
16
Virtu Financial
New York
$546K +$132K +1,146 +33%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$311K +$304K +2,638 New
BAS
18
Brown Advisory Securities
Maryland
$299K +$4.61K +40 +2%
CA
19
Cetera Advisors
Colorado
$227K +$222K +1,929 New
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$220K
CS
21
Comerica Securities
Michigan
$204K +$199K +1,729 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$107K +$76K +660 +264%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$106K +$8.53K +74 +9%
PFO
24
Pathstone Family Office
New Jersey
$66K +$64.3K +558 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$39K -$1.04K -9 -3%

VTWG Hedge Fund Activity: Q1 2017 in Review

32 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2017, worth a combined $59.5M — up 5.4% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VTWG positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $6.36M. The largest seller was Jane Street, exiting entirely with an estimated $5.58M sold.

  • 32 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2017, up from 30 in Q4 2016.
  • Funds reported $59.5M of Vanguard Russell 2000 Growth ETF stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 5 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2017 was Bank of America, an estimated $6.36M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q1 2017 was Jane Street, an estimated $5.58M sold.

Based on aggregated 13F filings for Q1 2017.