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Vanguard Russell 2000 ETF

132 hedge funds and large institutions have $384M invested in Vanguard Russell 2000 ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

26% more funds holding

Funds holding: 105132 (+27)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

19% more capital invested

Capital invested by funds: $323M → $384M (+$60.3M)

7.84% more ownership

Funds ownership: 55.63%63.47% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
132
Holders Change
+27
Holders Change %
+25.71%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
41
Reduced
33
Closed
6
Calls
$624K
Puts
Net Calls
+$624K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Cribstone Capital Management
Maine
$90K -$14.1K -234 -14%
PA
102
Parallel Advisors
California
$80K
PFBT
103
Parkside Financial Bank & Trust
Missouri
$80K +$78.5K +1,302 New
VCM
104
Virtue Capital Management
Tennessee
$51K +$50.6K +840 New
BlackRock
105
BlackRock
New York
$48K -$4.58K -76 -9%
GRP
106
Global Retirement Partners
California
$46K +$121 +2 +0.3%
BBHC
107
Brown Brothers Harriman & Co
New York
$46K +$45.2K +750 New
KTC
108
Kistler-Tiffany Companies
Pennsylvania
$39K
RE
109
RBC Europe
United Kingdom
$36.7K +$36.2K +600 New
GWM
110
Geneos Wealth Management
Colorado
$35K +$241 +4 +0.7%
WCM
111
Whitener Capital Management
North Carolina
$24K +$24.1K +400 New
BWP
112
Baldwin Wealth Partners
Massachusetts
$23K
W
113
WealthShield
North Carolina
$23K +$22.1K +366 New
WP
114
WealthShield Partners
North Carolina
$23K +$22.1K +366 New
CHC
115
City Holding Co
West Virginia
$18K
IA
116
IndexIQ Advisors
New York
$16K +$16.2K +268 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$15K
HDIM
118
Hanson & Doremus Investment Management
Vermont
$15K
AssetMark Inc
119
AssetMark Inc
California
$15K +$14.6K +242 New
IWM
120
IHT Wealth Management
Illinois
$11K +$11K +182 New
SAM
121
Shamrock Asset Management
Texas
$10K
KJWM
122
Kiley Juergens Wealth Management
Washington
$10K +$10.4K +172 New
US Bancorp
123
US Bancorp
Minnesota
$9K
AF
124
Advisornet Financial
Minnesota
$8K +$7.47K +124 New
THWM
125
Taylor Hoffman Wealth Management
Virginia
$8K +$7.96K +132 New

VTWO Hedge Fund Activity: Q4 2017 in Review

132 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2017, worth a combined $384M — up 19% from $323M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VTWO positions and 6 closed out — a net gain of 27 holders — while 41 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $10.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.81M.

  • 132 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2017, up from 105 in Q3 2017.
  • Funds reported $384M of Vanguard Russell 2000 ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 2000 ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $10.8M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2017.