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Vanguard Russell 2000 ETF

327 hedge funds and large institutions have $2.55B invested in Vanguard Russell 2000 ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

27% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.34B → $2.55B (+$206M)

4% more funds holding

Funds holding: 313327 (+14)

2% less call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.88M

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

51.13% less ownership

Funds ownership: 99.59%48.46% (-51%)

Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
5.69%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.28%
New
40
Increased
123
Reduced
97
Closed
22
Calls
$2.82M
Puts
$2.88M
Net Calls
-$59K
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Arkadios Wealth Advisors
Georgia
$22K
TFGT
302
TS Financial Group (TSFG)
Illinois
$22K
BW
303
Bison Wealth
Georgia
$19K
BWA
304
BDO Wealth Advisors
Florida
$16K +$2.72K +30 +21%
CFD
305
Creative Financial Designs
Indiana
$14K
HIM
306
HawsGoodwin Investment Management
Tennessee
$13K -$3.27K -36 -21%
FHA
307
First Horizon Advisors
Tennessee
$13K +$13.1K +144 New
TWP
308
TFO Wealth Partners
Ohio
$12K +$817 +9 +7%
ACA
309
Atlas Capital Advisors
Wyoming
$9.26K
WB
310
Webster Bank
Connecticut
$9K
HWM
311
HighMark Wealth Management
Minnesota
$7K +$2.09K +23 +41%
LS
312
Leelyn Smith
Illinois
$6K +$5.9K +65 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$5K
GLLW
314
Graves Light Lenhart Wealth
Virginia
$5K
RFA
315
Reilly Financial Advisors
California
$5K +$4.63K +51 New
LWM
316
Liberty Wealth Management
California
$5K +$10.9K +120 +286%
AA
317
Ancora Advisors
Ohio
$4K
MPCG
318
Matrix Private Capital Group
New York
$4K
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$4K
T2I
320
Turim 21 Investimentos
Brazil
$4K +$3.45K +38 New
TPCW
321
TD Private Client Wealth
New York
$3.61K +$454 +5 +15%
BFC
322
Bedel Financial Consulting
Indiana
$3K
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$3K
TAIM
324
TD Ameritrade Investment Management
Nebraska
$2K +$1.82K +20 New
RPCA
325
Running Point Capital Advisors
California
$2K +$2.18K +24 New

VTWO Hedge Fund Activity: Q2 2021 in Review

327 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2021, worth a combined $2.55B — up 8.8% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VTWO positions and 22 closed out — a net gain of 18 holders — while 123 added to existing stakes and 97 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $128M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $196M.

  • 327 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2021, up from 313 in Q1 2021.
  • Funds reported $2.55B of Vanguard Russell 2000 ETF stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 40 funds opened new Vanguard Russell 2000 ETF positions in Q2 2021 and 22 closed out, a net change of +18 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2021 was Mirae Asset Global Investments, an estimated $128M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2021.