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Vanguard Russell 2000 ETF
VTWO

176 hedge funds and large institutions have $708M invested in Vanguard Russell 2000 ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

51% more capital invested

Capital invested by funds: $470M → $708M (+$238M)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

25.05% more ownership

Funds ownership: 63.59% → 88.64% (+25%)

7% more funds holding

Funds holding: 164 → 176 (+12)

Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
31
Increased
62
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$90.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$33.7M
3
Ameriprise
Ameriprise
Minnesota
+$4.72M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.99M
5
AAS
Avantax Advisory Services
Texas
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
JG
Jefferies Group
New York
-$12.2M
2
UBS Group
UBS Group
Switzerland
-$8.86M
3
UBS AM
UBS AM
Illinois
-$6.07M
4
VF
Virtu Financial
New York
-$4.26M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$4.17M +$3.98M +62,620 New
William Blair & Company
27
William Blair & Company
Illinois
$4.12M +$2.42M +38,078 +160%
SLF
28
Sun Life Financial
Ontario, Canada
$3.92M -$195K -3,068 -5%
LIA
29
LBMC Investment Advisors
Tennessee
$3.77M -$20.1K -316 -0.6%
VIP
30
Vantage Investment Partners
Missouri
$3.62M – – –
LMIM
31
Lockheed Martin Investment Management
Maryland
$3.6M – – –
APW
32
Austin Private Wealth
Texas
$3.54M +$3.38M +53,168 New
SBL
33
Sargent Bickham Lagudis
Colorado
$3.46M -$155K -2,434 -4%
Northern Trust
34
Northern Trust
Illinois
$3.36M -$388K -6,102 -11%
Brown Advisory
35
Brown Advisory
Maryland
$3M +$174K +2,746 +6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2.89M -$62.4K -982 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.76M +$4.96K +78 +0.2%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$2.68M -$199K -3,140 -7%
Truist Financial
39
Truist Financial
North Carolina
$2.32M +$1.11M +17,488 +101%
SG
40
StoneX Group
New York
$2.15M +$1.61M +25,272 +358%
ECG
41
Edge Capital Group
Georgia
$2.11M +$1.65K +26 +0.1%
LA
42
Legacy Advisors
Pennsylvania
$2.04M +$242K +3,808 +14%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$2.03M +$1.94M +30,528 New
ONB
44
Old National Bancorp
Indiana
$1.96M +$1.04M +16,352 +125%
DADC
45
D.A. Davidson & Co
Montana
$1.96M +$386K +6,072 +26%
LA
46
LVW Advisors
New York
$1.91M – – –
MWP
47
MYCIO Wealth Partners
Pennsylvania
$1.85M +$264K +4,152 +18%
FTS
48
Fifth Third Securities
Ohio
$1.83M -$17.3K -272 -1%
FHB
49
First Hawaiian Bank
Hawaii
$1.72M +$112K +1,760 +7%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.55M -$51.1K -804 -3%
1
2
3 4 5

VTWO Hedge Fund Activity: Q4 2019 in Review

176 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2019, worth a combined $708M — up 51% from $470M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTWO positions and 15 closed out — a net gain of 16 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.4M. The largest seller was Jefferies Group, exiting entirely with an estimated $12.2M sold.

  • 176 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $708M of Vanguard Russell 2000 ETF stock for Q4 2019, up 51% quarter-over-quarter.
  • 31 funds opened new Vanguard Russell 2000 ETF positions in Q4 2019 and 15 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2019 was Morgan Stanley, an estimated $90.4M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2019 was Jefferies Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2019.