Vanguard Russell 2000 ETF
VTWO
40 hedge funds and large institutions have $159M invested in Vanguard Russell 2000 ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
46% more capital invested
Capital invested by funds: $109M → $159M (+$49.9M)
25% more funds holding
Funds holding: 32 → 40 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.6M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$5.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.78M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.63M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.36M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$183K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$139K |
VTWO Hedge Fund Activity: Q4 2013 in Review
40 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2013, worth a combined $159M — up 46% from $109M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VTWO positions and 2 closed out — a net gain of 8 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.6M. The largest seller was Bank of America, cutting an estimated $5.52M.
- 40 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2013, up from 32 in Q3 2013.
- Funds reported $159M of Vanguard Russell 2000 ETF stock for Q4 2013, up 46% quarter-over-quarter.
- 10 funds opened new Vanguard Russell 2000 ETF positions in Q4 2013 and 2 closed out, a net change of +8 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q4 2013 was Morgan Stanley, an estimated $27.6M added.
- The largest Vanguard Russell 2000 ETF seller in Q4 2013 was Bank of America, an estimated $5.52M sold.
Based on aggregated 13F filings for Q4 2013.