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Vanguard Russell 2000 ETF
VTWO

266 hedge funds and large institutions have $1.64B invested in Vanguard Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 14

90% more capital invested

Capital invested by funds: $865M → $1.64B (+$779M)

88% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 52

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

24% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.13M

23% more funds holding

Funds holding: 216 → 266 (+50)

7.21% more ownership

Funds ownership: 94.23% → 101.44% (+7.2%)

Holders
266
Holders Change
+50
Holders Change %
+23.15%
% of All Funds
4.71%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
65
Increased
98
Reduced
52
Closed
14
Calls
$1.4M
Puts
$1.13M
Net Calls
+$272K
Net Calls Change
-$27K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$244M
2
RCIM
Red Cedar Investment Management
Michigan
+$37.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$15.7M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$10.5M
2
SS
Simplicity Solutions
Minnesota
-$5.71M
3
AWM
AE Wealth Management
Kansas
-$4.76M
4
AAS
Avantax Advisory Services
Texas
-$2.88M
5
CIC
Cornercap Investment Counsel
Georgia
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.71M +$103K +1,464 +3%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.63M +$20.4K +288 +0.6%
GFPC
53
Global Financial Private Client
Florida
$3.61M +$32.8K +464 +1%
Northern Trust
54
Northern Trust
Illinois
$3.5M +$75.8K +1,072 +2%
ONB
55
Old National Bancorp
Indiana
$3.47M -$564K -7,986 -15%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$3.43M -$198K -2,800 -6%
1WM
57
1900 Wealth Management
Texas
$3.39M +$3.02M +42,786 New
Creative Planning
58
Creative Planning
Kansas
$3.27M +$1.32M +18,728 +83%
William Blair Investment Management
59
William Blair Investment Management
Illinois
$3.18M – – –
DADC
60
D.A. Davidson & Co
Montana
$3.11M -$74.6K -1,056 -3%
RIM
61
Rockbridge Investment Management
New York
$2.95M -$25.3K -358 -1%
FTS
62
Fifth Third Securities
Ohio
$2.89M -$70.7K -1,000 -3%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$2.83M +$2.52M +35,710 New
Citadel Advisors
64
Citadel Advisors
Florida
$2.75M +$2.46M +34,806 New
WPWM
65
Windward Private Wealth Management
Kansas
$2.75M +$2.46M +34,768 New
GWMIA
66
Global Wealth Management Investment Advisory
Florida
$2.56M -$477K -6,752 -17%
Brown Advisory
67
Brown Advisory
Maryland
$2.44M +$585K +8,282 +37%
PA
68
Paracle Advisors
Washington
$2.4M +$169K +2,390 +9%
TPM
69
Triasima Portfolio Management
Quebec, Canada
$2.31M +$2.06M +29,160 New
CAN
70
Cetera Advisor Networks
California
$2.26M +$113K +1,592 +6%
CS
71
Comerica Securities
Michigan
$2.17M +$395K +5,584 +26%
BS
72
Banco Santander
Spain
$2.17M +$1.32M +18,720 +216%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.12M +$62.2K +880 +3%
FTUS
74
Flow Traders U.S.
New York
$2.11M +$1.89M +26,718 New
HC
75
Henshaw Capital
Massachusetts
$1.97M – – –
1 2
3
4 5

VTWO Hedge Fund Activity: Q4 2020 in Review

266 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2020, worth a combined $1.64B — up 90% from $865M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTWO positions and 14 closed out — a net gain of 51 holders — while 98 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.

  • 266 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.64B of Vanguard Russell 2000 ETF stock for Q4 2020, up 90% quarter-over-quarter.
  • 65 funds opened new Vanguard Russell 2000 ETF positions in Q4 2020 and 14 closed out, a net change of +51 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2020 was Morgan Stanley, an estimated $244M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.