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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
FHB
76
First Hawaiian Bank
Hawaii
$1.93M – – –
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.9M +$105K +1,490 +7%
ECG
78
Edge Capital Group
Georgia
$1.77M +$54K +764 +4%
WDG
79
Wealth Dimensions Group
Ohio
$1.68M +$1.5M +21,224 New
WAM
80
Wakefield Asset Management
Colorado
$1.51M +$43.5K +616 +3%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.5M +$5.65K +80 +0.4%
SA
82
Sunesis Advisors
Kansas
$1.5M – – –
CF
83
Centaurus Financial
California
$1.42M +$540K +7,648 +74%
PFO
84
Pathstone Family Office
New Jersey
$1.41M +$471K +6,664 +60%
LW
85
Linscomb Wealth
Texas
$1.39M +$103K +1,452 +9%
PAG
86
Private Advisor Group
New Jersey
$1.34M -$229K -3,246 -16%
VWA
87
V Wealth Advisors
Kansas
$1.31M +$1.17M +16,514 New
MWA
88
Meridian Wealth Advisors
Texas
$1.31M +$1.17M +16,502 New
Comerica Bank
89
Comerica Bank
Texas
$1.3M -$47.1K -666 -4%
AFAS
90
Acorn Financial Advisory Services
Virginia
$1.26M +$238K +3,364 +27%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1.25M +$167K +2,360 +18%
WC
92
Wealth CMT
New Jersey
$1.24M -$188K -2,666 -15%
MHIC
93
Marble Harbor Investment Counsel
Massachusetts
$1.23M – – –
MOS
94
MGO One Seven
Ohio
$1.23M +$79K +1,118 +8%
First Manhattan
95
First Manhattan
New York
$1.23M – – –
MA
96
Mutual Advisors
Nebraska
$1.17M -$56.5K -800 -5%
PGCM
97
Prescott Group Capital Management
Oklahoma
$1.1M – – –
RCWMU
98
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.04M – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$1.02M +$111K +1,568 +14%
PF
100
Phoenix Financial
Israel
$1.02M +$910K +12,880 New
2 3
4
5 6

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.