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Vanguard Russell 2000 ETF
VTWO

167 hedge funds and large institutions have $470M invested in Vanguard Russell 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

7% more funds holding

Funds holding: 156 → 167 (+11)

6.63% more ownership

Funds ownership: 63.57% → 70.2% (+6.6%)

11% less capital invested

Capital invested by funds: $527M → $470M (-$57M)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
41
Increased
52
Reduced
42
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Geller Advisors
New York
+$24.1M
2
Wells Fargo
Wells Fargo
California
+$22.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$13.6M
4
UBS Group
UBS Group
Switzerland
+$10.5M
5
MCP
Moab Capital Partners
New York
+$6.03M

Top Sellers

Rank Fund Capital Flow
1
KP
Keel Point
Alabama
-$19M
2
FA
FDx Advisors
Illinois
-$10.2M
3
JIP
Jaffetilchin Investment Partners
Florida
-$8.52M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$7.94M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$3.02M +$24K +400 +0.7%
SLF
27
Sun Life Financial
Ontario, Canada
$2.99M – – –
VIP
28
Vantage Investment Partners
Missouri
$2.92M -$408K -6,816 -11%
Northern Trust
29
Northern Trust
Illinois
$2.87M +$663K +11,058 +26%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.72M +$1.34M +22,382 +79%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$2.71M -$7.55K -126 -0.2%
SBL
32
Sargent Bickham Lagudis
Colorado
$2.63M +$213K +3,560 +8%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$2.33M -$257K -4,296 -9%
Brown Advisory
34
Brown Advisory
Maryland
$2.31M +$1.79M +29,820 +225%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.2M -$131K -2,184 -5%
P
36
Pitcairn
Pennsylvania
$2.14M +$2.39M +39,910 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.76M +$1.22M +20,432 +164%
CCM
38
Coldstream Capital Management
Washington
$1.54M – – –
FWIA
39
Fort Washington Investment Advisors
Ohio
$1.52M +$709K +11,828 +72%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.52M -$357K -5,958 -17%
ECG
41
Edge Capital Group
Georgia
$1.51M +$1.69M +28,138 New
MML Investors Services
42
MML Investors Services
Massachusetts
$1.47M +$685K +11,426 +72%
William Blair & Company
43
William Blair & Company
Illinois
$1.41M -$148K -2,466 -9%
FTS
44
Fifth Third Securities
Ohio
$1.41M +$200K +3,342 +15%
FHB
45
First Hawaiian Bank
Hawaii
$1.29M – – –
MWP
46
MYCIO Wealth Partners
Pennsylvania
$1.27M +$1.42M +23,622 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.26M -$3.4M -56,778 -71%
CS
48
Comerica Securities
Michigan
$1.25M -$490K -8,172 -26%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.24M -$170K -2,830 -11%
TC
50
Telemus Capital
Michigan
$1.18M +$1.32M +22,010 New
1
2
3 4 5

VTWO Hedge Fund Activity: Q4 2018 in Review

167 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2018, worth a combined $470M — down 11% from $527M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VTWO positions and 30 closed out — a net gain of 11 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Geller Advisors, opening a new position worth an estimated $24.1M. The largest seller was Keel Point, cutting an estimated $19M.

  • 167 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $470M of Vanguard Russell 2000 ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 41 funds opened new Vanguard Russell 2000 ETF positions in Q4 2018 and 30 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2018 was Geller Advisors, an estimated $24.1M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2018 was Keel Point, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2018.