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Vanguard Russell 2000 ETF
VTWO

168 hedge funds and large institutions have $494M invested in Vanguard Russell 2000 ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $470M → $494M (+$24M)

6% more call options, than puts

Call options by funds: $418K | Put options by funds: $394K

1% more funds holding

Funds holding: 167 → 168 (+1)

6.01% less ownership

Funds ownership: 70.2% → 64.19% (-6%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
168
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
49
Reduced
55
Closed
20
Calls
$418K
Puts
$394K
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
+$11.3M
2
VF
Virtu Financial
New York
+$5.54M
3
TRCT
Tower Research Capital (TRC)
New York
+$3.34M
4
Bank of America
Bank of America
North Carolina
+$2.39M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
GA
Geller Advisors
New York
-$21.6M
2
Wells Fargo
Wells Fargo
California
-$19.3M
3
UBS Group
UBS Group
Switzerland
-$8.32M
4
MCP
Moab Capital Partners
New York
-$5.4M
5
Jane Street
Jane Street
New York
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$3.51M -$234K -3,878 -6%
LIA
27
LBMC Investment Advisors
Tennessee
$3.49M +$33.8K +560 +1%
SLF
28
Sun Life Financial
Ontario, Canada
$3.42M – – –
VIP
29
Vantage Investment Partners
Missouri
$3.34M – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.04M -$63.7K -1,056 -2%
SBL
31
Sargent Bickham Lagudis
Colorado
$2.9M -$116K -1,922 -4%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$2.67M – – –
Brown Advisory
33
Brown Advisory
Maryland
$2.65M – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.58M +$58.6K +972 +2%
LA
35
Legacy Advisors
Pennsylvania
$2.33M +$1.26M +20,846 +123%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.2M +$504K +8,352 +30%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.06M +$313K +5,186 +18%
ECG
38
Edge Capital Group
Georgia
$1.92M +$190K +3,152 +11%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.83M -$1.26M -20,954 -41%
CCM
40
Coldstream Capital Management
Washington
$1.73M -$33.8K -560 -2%
LA
41
LVW Advisors
New York
$1.69M +$807K +13,382 +95%
FTS
42
Fifth Third Securities
Ohio
$1.61M +$2.9K +48 +0.2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.48M +$34.8K +576 +2%
FHB
44
First Hawaiian Bank
Hawaii
$1.48M – – –
FWIA
45
Fort Washington Investment Advisors
Ohio
$1.48M -$263K -4,362 -15%
William Blair & Company
46
William Blair & Company
Illinois
$1.47M -$146K -2,416 -9%
MWP
47
MYCIO Wealth Partners
Pennsylvania
$1.45M +$483 +8 +0%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.34M -$74.8K -1,240 -5%
TFS
49
Thoroughbred Financial Services
Tennessee
$1.32M +$1.3M +21,520 New
AG
50
Advisor Group
Arizona
$1.32M +$274K +4,538 +27%
1
2
3 4 5

VTWO Hedge Fund Activity: Q1 2019 in Review

168 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2019, worth a combined $494M — up 5.1% from $470M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VTWO positions and 20 closed out — a net gain of 2 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $11.3M. The largest seller was Geller Advisors, exiting entirely with an estimated $21.6M sold.

  • 168 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2019, up from 167 in Q4 2018.
  • Funds reported $494M of Vanguard Russell 2000 ETF stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 22 funds opened new Vanguard Russell 2000 ETF positions in Q1 2019 and 20 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2019 was FDx Advisors, an estimated $11.3M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2019 was Geller Advisors, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2019.