We are live on ! Find out more
VTWO icon

Vanguard Russell 2000 ETF
VTWO

156 hedge funds and large institutions have $527M invested in Vanguard Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 152 → 156 (+4)

5% more capital invested

Capital invested by funds: $503M → $527M (+$24.1M)

0.49% more ownership

Funds ownership: 63.08% → 63.57% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
66
Reduced
35
Closed
12
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.88M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.58M
3
JIP
Jaffetilchin Investment Partners
Florida
+$6.98M
4
VF
Virtu Financial
New York
+$2.52M
5
LPL Financial
LPL Financial
California
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
-$15.9M
2
NFG
Next Financial Group
Texas
-$3.77M
3
LIA
LBMC Investment Advisors
Tennessee
-$1.55M
4
AIG
American International Group
New York
-$1.27M
5
FA
FDx Advisors
Illinois
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
51
Fort Washington Investment Advisors
Ohio
$1.12M -$33.9K -500 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.08M +$339K +4,996 +46%
Citigroup
53
Citigroup
New York
$994K -$76.2K -1,124 -7%
LA
54
Legacy Advisors
Pennsylvania
$950K +$219K +3,234 +30%
MHS
55
M Holdings Securities
Oregon
$912K +$103K +1,522 +13%
Brown Advisory
56
Brown Advisory
Maryland
$895K – – –
Comerica Bank
57
Comerica Bank
Texas
$878K +$41K +604 +4%
SB
58
Suntrust Banks
Georgia
$874K +$83.4K +1,230 +11%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$842K -$959K -14,132 -53%
FAAS
60
First Allied Advisory Services
California
$743K +$748K +11,034 New
BWM
61
Baystate Wealth Management
Massachusetts
$719K +$2.44K +36 +0.3%
CMBA
62
C.M. Bidwell & Associates
Hawaii
$687K – – –
SCM
63
Stordahl Capital Management
Colorado
$646K -$27.1K -400 -4%
DADC
64
D.A. Davidson & Co
Montana
$640K +$89.1K +1,314 +16%
HighTower Advisors
65
HighTower Advisors
Illinois
$619K +$236K +3,472 +61%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$610K +$49K +722 +9%
LIM
67
Leavell Investment Management
Alabama
$596K – – –
FCFC
68
First Commonwealth Financial Corp
Pennsylvania
$571K +$572K +8,434 New
Franklin Resources
69
Franklin Resources
California
$558K -$224K -3,300 -29%
Vanguard Group
70
Vanguard Group
Pennsylvania
$539K +$28.5K +420 +6%
AG
71
Advisor Group
Arizona
$514K -$46.7K -688 -8%
AWA
72
Arete Wealth Advisors
Illinois
$495K -$2.31K -34 -0.5%
DAC
73
Dividend Assets Capital
South Carolina
$489K +$17.2K +254 +4%
SWP
74
Stratos Wealth Partners
Ohio
$485K +$65.9K +972 +16%
BTS
75
BB&T Securities
Virginia
$459K +$26.3K +388 +6%
1 2
3
4 5

VTWO Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2018, worth a combined $527M — up 4.8% from $503M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTWO positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.88M. The largest seller was People's United Financial, exiting entirely with an estimated $15.9M sold.

  • 156 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $527M of Vanguard Russell 2000 ETF stock for Q3 2018, up 4.8% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 2000 ETF positions in Q3 2018 and 12 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2018 was Morgan Stanley, an estimated $9.88M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2018 was People's United Financial, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2018.