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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
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$129K -$1.4M -22,518 -91%
IA
102
IFP Advisors
Florida
$111K
DBT
103
Dubuque Bank & Trust
Iowa
$107K
PCG
104
Private Capital Group
Connecticut
$87K +$52.8K +852 +150%
TL
105
TrueWealth LLC
Georgia
$83K -$128K -2,062 -60%
PA
106
Parallel Advisors
California
$80K
PFBT
107
Parkside Financial Bank & Trust
Missouri
$79K +$124 +2 +0.2%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$76K +$77.5K +1,250 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$48K +$43.1K +696 +740%
BBHC
110
Brown Brothers Harriman & Co
New York
$46K
GRP
111
Global Retirement Partners
California
$46K
FEG
112
Financial Enhancement Group
Indiana
$46K +$47.1K +760 New
OIA
113
Optimum Investment Advisors
Illinois
$43K +$43.3K +698 New
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$39K
RE
115
RBC Europe
United Kingdom
$36.6K
GWM
116
Geneos Wealth Management
Colorado
$35K
VCM
117
Virtue Capital Management
Tennessee
$33K -$19.1K -308 -37%
SLF
118
Sun Life Financial
Ontario, Canada
$31.5K -$3.43M -55,334 -88%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$28K +$28.5K +460 New
WCM
120
Whitener Capital Management
North Carolina
$24K
WP
121
WealthShield Partners
North Carolina
$22K
BlackRock
122
BlackRock
New York
$20K -$28.8K -464 -59%
AssetMark Inc
123
AssetMark Inc
California
$15K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$15K
HDIM
125
Hanson & Doremus Investment Management
Vermont
$15K

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.