We are live on ! Find out more
VTWO icon

Vanguard Russell 2000 ETF

137 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

4% more funds holding

Funds holding: 132137 (+5)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

5% more capital invested

Capital invested by funds: $384M → $403M (+$19.2M)

4.25% less ownership

Funds ownership: 63.47%59.22% (-4.3%)

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
45
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
51
Arthur M. Cohen & Associates
Illinois
$853K -$615K -9,918 -74%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$829K -$2.4M -38,696 -74%
PAG
53
Private Advisor Group
New Jersey
$813K +$538K +8,674 +186%
Comerica Bank
54
Comerica Bank
Texas
$792K -$89.1K -1,438 -10%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$784K +$14.3K +230 +2%
Citigroup
56
Citigroup
New York
$781K +$58.1K +938 +8%
BWM
57
Baystate Wealth Management
Massachusetts
$754K
Renaissance Technologies
58
Renaissance Technologies
New York
$719K +$731K +11,800 New
Franklin Resources
59
Franklin Resources
California
$704K
SCM
60
Stordahl Capital Management
Colorado
$692K -$180K -2,898 -20%
MML Investors Services
61
MML Investors Services
Massachusetts
$691K +$96.2K +1,552 +16%
SG Americas Securities
62
SG Americas Securities
New York
$681K -$37.2K -600 -5%
LA
63
Legacy Advisors
Pennsylvania
$657K +$59.7K +964 +10%
HighTower Advisors
64
HighTower Advisors
Illinois
$648K +$64.7K +1,044 +11%
SB
65
Suntrust Banks
Georgia
$613K +$418K +6,752 +204%
JP Morgan Chase
66
JP Morgan Chase
New York
$537K +$201K +3,250 +58%
SRCM
67
Swift Run Capital Management
Virginia
$512K +$521K +8,400 New
AG
68
Advisor Group
Arizona
$505K +$50.6K +816 +11%
EVM
69
Eaton Vance Management
Massachusetts
$488K +$248K +4,000 +100%
CIC
70
Cornercap Investment Counsel
Georgia
$486K
MHS
71
M Holdings Securities
Oregon
$478K +$486K +7,844 New
Vanguard Group
72
Vanguard Group
Pennsylvania
$475K +$496 +8 +0.1%
DADC
73
D.A. Davidson & Co
Montana
$469K +$174K +2,814 +58%
CA
74
Cetera Advisors
Colorado
$454K +$462K +7,450 New
AWA
75
Arete Wealth Advisors
Illinois
$448K -$149K -2,404 -25%

VTWO Hedge Fund Activity: Q1 2018 in Review

137 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2018, worth a combined $403M — up 5% from $384M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTWO positions and 9 closed out — a net gain of 7 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.39M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $7.54M.

  • 137 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2018, up from 132 in Q4 2017.
  • Funds reported $403M of Vanguard Russell 2000 ETF stock for Q1 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Vanguard Russell 2000 ETF positions in Q1 2018 and 9 closed out, a net change of +7 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2018 was Goldman Sachs, an estimated $7.39M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2018 was JP Morgan Private Wealth Advisors, an estimated $7.54M sold.

Based on aggregated 13F filings for Q1 2018.