We are live on ! Find out more
VTWG icon

Vanguard Russell 2000 Growth ETF

61 hedge funds and large institutions have $125M invested in Vanguard Russell 2000 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $98M → $125M (+$27.2M)

2.96% more ownership

Funds ownership: 40.19%43.15% (+3%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less funds holding

Funds holding: 6461 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$28.6M
Bank of America
2
Bank of America
North Carolina
$14M -$68.3K -494 -0.5%
LPL Financial
3
LPL Financial
California
$7.06M +$329K +2,381 +5%
FAAS
4
First Allied Advisory Services
California
$6.57M +$940K +6,801 +17%
AssetMark Inc
5
AssetMark Inc
California
$6.51M +$6.3M +45,621 New
Morgan Stanley
6
Morgan Stanley
New York
$5.68M -$555K -4,014 -9%
Jane Street
7
Jane Street
New York
$5.5M +$4.53M +32,801 +577%
SAM
8
Silvercrest Asset Management
New York
$4.54M +$2.16M +15,615 +96%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.53M -$225K -1,630 -5%
SCM
10
Stordahl Capital Management
Colorado
$4.47M +$130K +938 +3%
UBS Group
11
UBS Group
Switzerland
$3.52M -$1.12M -8,096 -25%
RRC
12
Relaxing Retirement Coach
Massachusetts
$3.12M -$112K -811 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.86M -$751K -5,435 -21%
Brown Advisory
14
Brown Advisory
Maryland
$2.75M +$49.3K +357 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.43M +$440K +3,187 +23%
WPW
16
Waldron Private Wealth
Pennsylvania
$2.37M
Wells Fargo
17
Wells Fargo
California
$2.33M -$112K -810 -5%
AG
18
Advisor Group
Arizona
$2.04M +$721K +5,215 +58%
DDPIC
19
Deroy & Devereaux Private Investment Counsel
Michigan
$1.78M +$1.73M +12,500 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.74M -$45K -326 -3%
SB
21
Suntrust Banks
Georgia
$1.6M -$57.5K -416 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.27M -$11.6K -84 -0.9%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$1.1M +$461K +3,337 +76%
FTS
24
Fifth Third Securities
Ohio
$1.08M -$6.91K -50 -0.7%
FIM
25
Freedom Investment Management
Connecticut
$1.05M -$67.3K -487 -6%

VTWG Hedge Fund Activity: Q1 2019 in Review

61 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2019, worth a combined $125M — up 28% from $98M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of VTWG and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.3M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.33M.

  • 61 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2019, down from 64 in Q4 2018.
  • Funds reported $125M of Vanguard Russell 2000 Growth ETF stock for Q1 2019, up 28% quarter-over-quarter.
  • 4 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2019 and 6 closed out, a net change of -2 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2019 was AssetMark Inc, an estimated $6.3M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q1 2019 was Tower Research Capital (TRC), an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2019.