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Vanguard Russell 2000 ETF
VTWO

156 hedge funds and large institutions have $527M invested in Vanguard Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 152 → 156 (+4)

5% more capital invested

Capital invested by funds: $503M → $527M (+$24.1M)

0.49% more ownership

Funds ownership: 63.08% → 63.57% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
66
Reduced
35
Closed
12
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.88M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.58M
3
JIP
Jaffetilchin Investment Partners
Florida
+$6.98M
4
VF
Virtu Financial
New York
+$2.52M
5
LPL Financial
LPL Financial
California
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
-$15.9M
2
NFG
Next Financial Group
Texas
-$3.77M
3
LIA
LBMC Investment Advisors
Tennessee
-$1.55M
4
AIG
American International Group
New York
-$1.27M
5
FA
FDx Advisors
Illinois
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$3.78M -$1.55M -22,892 -29%
SLF
27
Sun Life Financial
Ontario, Canada
$3.77M – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$3.42M -$229K -3,380 -6%
VF
29
Virtu Financial
New York
$3.4M +$2.52M +37,172 +283%
Ameriprise
30
Ameriprise
Minnesota
$3.31M +$12.8K +188 +0.4%
TRCT
31
Tower Research Capital (TRC)
New York
$3.28M +$2.07M +30,476 +170%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$3.22M – – –
SBL
33
Sargent Bickham Lagudis
Colorado
$3.08M -$736K -10,844 -19%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.92M -$31.9K -470 -1%
Northern Trust
35
Northern Trust
Illinois
$2.87M -$307K -4,522 -10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.32M +$310K +4,570 +15%
CS
37
Comerica Securities
Michigan
$2.13M +$49.2K +726 +2%
First Manhattan
38
First Manhattan
New York
$2.1M – – –
EDRH
39
Edmond de Rothschild Holding
Switzerland
$2M – – –
William Blair & Company
40
William Blair & Company
Illinois
$1.95M -$44.6K -658 -2%
CCM
41
Coldstream Capital Management
Washington
$1.94M -$11.1K -164 -0.6%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.89M +$23.2K +342 +1%
PAG
43
Private Advisor Group
New Jersey
$1.82M +$1.19M +17,552 +186%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.75M -$11.9K -176 -0.7%
FHB
45
First Hawaiian Bank
Hawaii
$1.63M +$1.63M +24,070 New
FTS
46
Fifth Third Securities
Ohio
$1.55M +$534K +7,878 +53%
Creative Planning
47
Creative Planning
Kansas
$1.39M +$24.1K +356 +2%
FPGK
48
Financial Partners Group (Kansas)
Kansas
$1.29M +$271 +4 +0%
Citadel Advisors
49
Citadel Advisors
Florida
$1.25M +$1.01M +14,842 +403%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$1.16M +$291K +4,284 +33%
1
2
3 4 5

VTWO Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2018, worth a combined $527M — up 4.8% from $503M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTWO positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.88M. The largest seller was People's United Financial, exiting entirely with an estimated $15.9M sold.

  • 156 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $527M of Vanguard Russell 2000 ETF stock for Q3 2018, up 4.8% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 2000 ETF positions in Q3 2018 and 12 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2018 was Morgan Stanley, an estimated $9.88M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2018 was People's United Financial, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2018.