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Vanguard Russell 2000 ETF

152 hedge funds and large institutions have $503M invested in Vanguard Russell 2000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

25% more capital invested

Capital invested by funds: $403M → $503M (+$99.7M)

11% more funds holding

Funds holding: 137152 (+15)

3.87% more ownership

Funds ownership: 59.22%63.08% (+3.9%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
54
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$1.04M +$192K +2,994 +23%
DC
52
Davenport & Co
Virginia
$1.01M +$14.1K +220 +1%
FTS
53
Fifth Third Securities
Ohio
$987K -$27.5K -428 -3%
EA
54
Edge Advisors
Georgia
$946K -$10.8K -168 -1%
Comerica Bank
55
Comerica Bank
Texas
$929K +$76.2K +1,186 +9%
Brown Advisory
56
Brown Advisory
Maryland
$869K +$584K +9,096 +220%
VF
57
Virtu Financial
New York
$861K -$1.69M -26,320 -67%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$845K +$1.03K +16 +0.1%
AMCA
59
Arthur M. Cohen & Associates
Illinois
$845K +$601K +9,356 +265%
MHS
60
M Holdings Securities
Oregon
$784K +$264K +4,110 +52%
BWM
61
Baystate Wealth Management
Massachusetts
$766K -$45K -700 -6%
SB
62
Suntrust Banks
Georgia
$766K +$104K +1,622 +16%
Franklin Resources
63
Franklin Resources
California
$758K
MML Investors Services
64
MML Investors Services
Massachusetts
$720K -$23.8K -370 -3%
SCM
65
Stordahl Capital Management
Colorado
$716K -$27.8K -432 -4%
LA
66
Legacy Advisors
Pennsylvania
$708K +$8.74K +136 +1%
CMBA
67
C.M. Bidwell & Associates
Hawaii
$667K -$536K -8,340 -45%
Renaissance Technologies
68
Renaissance Technologies
New York
$643K -$128K -2,000 -17%
PAG
69
Private Advisor Group
New Jersey
$621K -$252K -3,916 -29%
LIM
70
Leavell Investment Management
Alabama
$578K +$564K +8,780 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$544K -$7.48M -116,452 -93%
AG
72
Advisor Group
Arizona
$544K +$1.93K +30 +0.4%
DADC
73
D.A. Davidson & Co
Montana
$535K +$29.7K +462 +6%
Vanguard Group
74
Vanguard Group
Pennsylvania
$495K -$15.4K -240 -3%
AWA
75
Arete Wealth Advisors
Illinois
$483K

VTWO Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2018, worth a combined $503M — up 25% from $403M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VTWO positions and 8 closed out — a net gain of 15 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $27.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $7.48M.

  • 152 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2018, up from 137 in Q1 2018.
  • Funds reported $503M of Vanguard Russell 2000 ETF stock for Q2 2018, up 25% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 2000 ETF positions in Q2 2018 and 8 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $27.5M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2018.