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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
BTS
76
BB&T Securities
Virginia
$430K -$554K -8,940 -56%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$405K -$86.1K -1,390 -17%
Mariner
78
Mariner
Kansas
$393K
WCF
79
West Coast Financial
California
$390K -$58.3K -940 -13%
NFG
80
Nations Financial Group
Iowa
$375K +$49.6K +800 +15%
M&T Bank
81
M&T Bank
New York
$355K +$4.96K +80 +1%
DAC
82
Dividend Assets Capital
South Carolina
$348K +$115K +1,850 +48%
RFC
83
Regions Financial Corp
Alabama
$334K +$9.05K +146 +3%
SWP
84
Stratos Wealth Partners
Ohio
$332K +$56.8K +916 +20%
SHCM
85
Stokes & Hubbell Capital Management
Louisiana
$315K -$409K -6,600 -56%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$315K +$79.9K +1,290 +33%
PAS
87
Park Avenue Securities
New York
$307K -$4.59K -74 -1%
CL
88
CPWM LLC
Washington
$301K +$306K +4,938 New
PFO
89
Pathstone Family Office
New Jersey
$294K
ONB
90
Old National Bancorp
Indiana
$292K
CAN
91
Cetera Advisor Networks
California
$277K -$1.98K -32 -0.7%
B
92
Bridgeworth
Alabama
$271K -$506K -8,162 -65%
CBT
93
Central Bank & Trust
Kentucky
$271K
Brown Advisory
94
Brown Advisory
Maryland
$252K
SPC
95
Sigma Planning Corp
Michigan
$234K +$238K +3,846 New
OC
96
Oppenheimer & Co
New York
$232K
APA
97
American Portfolios Advisors
New York
$202K +$5.45K +88 +3%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K
AF
99
Allworth Financial
California
$151K
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$136K

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.