We are live on ! Find out more
VTWG icon

Vanguard Russell 2000 Growth ETF

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: 8597 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$42.4M +$16.3M +71,997 +59%
Morgan Stanley
2
Morgan Stanley
New York
$14.4M +$3.02M +13,361 +25%
OMC
3
Old Mission Capital
Illinois
$13.5M +$13.9M +61,718 New
AssetMark Inc
4
AssetMark Inc
California
$12.1M -$2.32M -10,264 -16%
Wells Fargo
5
Wells Fargo
California
$10.6M +$1.48M +6,531 +16%
SAM
6
Silvercrest Asset Management
New York
$10.1M +$233K +1,031 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.27M +$253K +1,118 +3%
CAM
8
Crestone Asset Management
Colorado
$8.27M +$1.85M +8,183 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.26M -$1.62M -7,162 -16%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.57M +$5.11M +22,629 +189%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.57M -$271K -1,201 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.26M -$345K -1,525 -4%
KAS
13
Kestra Advisory Services
Texas
$6.79M -$259K -1,145 -4%
UBS Group
14
UBS Group
Switzerland
$6.42M +$1.33M +5,901 +25%
LPL Financial
15
LPL Financial
California
$6.23M -$157K -693 -2%
FTS
16
Fifth Third Securities
Ohio
$5.77M +$2.71M +11,997 +83%
RA
17
Riversedge Advisors
Delaware
$5.53M +$119K +526 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.49M +$4.32M +19,143 +323%
WFA
19
WestHill Financial Advisors
California
$4.85M -$638K -2,825 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.69M +$1.15M +5,077 +31%
RJA
21
Raymond James & Associates
Florida
$3.63M +$405K +1,794 +12%
RRC
22
Relaxing Retirement Coach
Massachusetts
$3.37M -$65.1K -288 -2%
DDPIC
23
Deroy & Devereaux Private Investment Counsel
Michigan
$3.08M -$190K -840 -6%
NCMW
24
Northern Capital Management (Washington)
Washington
$3.04M -$8.13K -36 -0.3%
MFS
25
Madrona Financial Services
Washington
$2.68M +$217K +961 +9%

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.