We are live on ! Find out more
VTWO icon

Vanguard Russell 2000 ETF
VTWO

61 hedge funds and large institutions have $177M invested in Vanguard Russell 2000 ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

2% more funds holding

Funds holding: 60 → 61 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less capital invested

Capital invested by funds: $217M → $177M (-$40M)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.49M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$3.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
4
HNB
Huntington National Bank
Ohio
+$2.82M
5
Goldman Sachs
Goldman Sachs
New York
+$1.68M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$23.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$19.1M
3
VF
Virtu Financial
New York
-$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.37M
5
CBT
Central Bank & Trust
Kentucky
-$3.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$57K +$9.63K +200 +21%
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$26K +$25K +520 New
MA
55
MUFG Americas
New York
$25K +$24.1K +500 New
NFG
56
Next Financial Group
Texas
$25K +$25K +520 New
AIG
57
American International Group
New York
$10.5K -$1.45K -30 -13%
HDIM
58
Hanson & Doremus Investment Management
Vermont
$8K +$7.51K +156 New
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$7.07K +$6.84K +142 New
US Bancorp
60
US Bancorp
Minnesota
$7K – – –
Deutsche Bank
61
Deutsche Bank
Germany
– -$19.1M -400,732 Closed
BRWM
62
B. Riley Wealth Management
Tennessee
– -$440K -9,222 Closed
SCP
63
Syntal Capital Partners
Texas
– -$142K -2,978 Closed
RFS
64
Rockefeller Financial Services
New York
– -$70K -1,456 Closed
NPC
65
National Planning Corporation
California
– -$66K -1,416 Closed
ASN
66
Advisory Services Network
Georgia
– -$17K -368 Closed
RMAM
67
Raab & Moskowitz Asset Management
New Jersey
– -$2K -36 Closed
GI
68
Gradient Investments
Minnesota
– -$1K -30 Closed
1 2
3

VTWO Hedge Fund Activity: Q1 2015 in Review

61 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2015, worth a combined $177M — down 18% from $217M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VTWO positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $3.49M. The largest seller was Bank of America, cutting an estimated $23.7M.

  • 61 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2015, up from 60 in Q4 2014.
  • Funds reported $177M of Vanguard Russell 2000 ETF stock for Q1 2015, down 18% quarter-over-quarter.
  • 11 funds opened new Vanguard Russell 2000 ETF positions in Q1 2015 and 8 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2015 was Schroder Investment Management Group, an estimated $3.49M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2015 was Bank of America, an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2015.