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Vanguard Russell 2000 Growth ETF

66 hedge funds and large institutions have $119M invested in Vanguard Russell 2000 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $87.7M → $119M (+$31.1M)

20% more funds holding

Funds holding: 5566 (+11)

8.9% less ownership

Funds ownership: 34.54%25.63% (-8.9%)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
14
Reduced
21
Closed
5
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
$19.2M +$2.58M +18,952 +17%
FAAS
2
First Allied Advisory Services
California
$11.8M +$1.11M +8,154 +12%
AssetMark Inc
3
AssetMark Inc
California
$9.36M -$2.85M -20,988 -25%
SAM
4
Silvercrest Asset Management
New York
$7.25M +$63.2K +465 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.21M +$866K +6,368 +15%
UBS Group
6
UBS Group
Switzerland
$6.27M -$419K -3,079 -7%
Wells Fargo
7
Wells Fargo
California
$6.01M +$552K +4,060 +11%
Morgan Stanley
8
Morgan Stanley
New York
$4.81M -$61.1K -449 -1%
LPL Financial
9
LPL Financial
California
$4.77M -$22.4K -165 -0.5%
RA
10
Riversedge Advisors
Delaware
$3.69M +$38.1K +280 +1%
CAM
11
Crestone Asset Management
Colorado
$3.28M +$2.97M +21,825 New
RRC
12
Relaxing Retirement Coach
Massachusetts
$2.71M -$179K -1,314 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.61M +$402K +2,958 +21%
WPW
14
Waldron Private Wealth
Pennsylvania
$2.31M
Osaic Holdings
15
Osaic Holdings
Arizona
$2.24M -$257K -1,888 -11%
Truist Financial
16
Truist Financial
North Carolina
$2.04M +$12.9K +95 +0.7%
FTS
17
Fifth Third Securities
Ohio
$1.97M -$240K -1,761 -12%
DDPIC
18
Deroy & Devereaux Private Investment Counsel
Michigan
$1.92M -$77.5K -570 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.8M +$1.62M +11,942 New
RJA
20
Raymond James & Associates
Florida
$1.53M +$166K +1,217 +14%
LHC
21
Little House Capital
Massachusetts
$1.46M +$1.32M +9,686 New
EH
22
Equitable Holdings
New York
$1.38M +$408 +3 +0%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$1.32M -$116K -851 -9%
OC
24
Oppenheimer & Co
New York
$1.16M +$1.05M +7,731 New
ZCM
25
Ziegler Capital Management
Illinois
$945K

VTWG Hedge Fund Activity: Q2 2020 in Review

66 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q2 2020, worth a combined $119M — up 35% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTWG positions and 5 closed out — a net gain of 11 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Crestone Asset Management, opening a new position worth an estimated $2.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.9M sold.

  • 66 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $119M of Vanguard Russell 2000 Growth ETF stock for Q2 2020, up 35% quarter-over-quarter.
  • 16 funds opened new Vanguard Russell 2000 Growth ETF positions in Q2 2020 and 5 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q2 2020 was Crestone Asset Management, an estimated $2.97M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q2 2020 was Susquehanna International Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2020.