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Vanguard Russell 2000 ETF

152 hedge funds and large institutions have $503M invested in Vanguard Russell 2000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

25% more capital invested

Capital invested by funds: $403M → $503M (+$99.7M)

11% more funds holding

Funds holding: 137152 (+15)

3.87% more ownership

Funds ownership: 59.22%63.08% (+3.9%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
54
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$212K +$207K +3,228 New
WP
102
WealthSource Partners
California
$210K +$205K +3,194 New
EC
103
Estate Counselors
Wisconsin
$210K +$206K +3,200 New
SCP
104
Syntal Capital Partners
Texas
$210K +$206K +3,210 New
Stifel Financial
105
Stifel Financial
Missouri
$205K +$200K +3,108 New
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174K
AF
107
Allworth Financial
California
$163K
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$160K +$12.7K +198 +9%
IA
109
IFP Advisors
Florida
$156K +$35.5K +552 +30%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$139K
PFBT
111
Parkside Financial Bank & Trust
Missouri
$136K +$49K +762 +58%
BAMG
112
Brand Asset Management Group
Missouri
$122K +$119K +1,852 New
RWA
113
Ropes Wealth Advisors
Massachusetts
$98K +$96.4K +1,500 New
PCG
114
Private Capital Group
Connecticut
$93K
TL
115
TrueWealth LLC
Georgia
$90K
CWM
116
Cornerstone Wealth Management
Missouri
$89K +$1.51M +23,508 New
PA
117
Parallel Advisors
California
$88K +$2.31K +36 +3%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$80.8K -$1.16K -18 -1%
FEG
119
Financial Enhancement Group
Indiana
$50K
GRP
120
Global Retirement Partners
California
$50K
BBHC
121
Brown Brothers Harriman & Co
New York
$49K
KTC
122
Kistler-Tiffany Companies
Pennsylvania
$42K
GWM
123
Geneos Wealth Management
Colorado
$42K +$3.85K +60 +10%
CF
124
Centaurus Financial
California
$41K +$40.3K +628 New
RE
125
RBC Europe
United Kingdom
$39.4K

VTWO Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2018, worth a combined $503M — up 25% from $403M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VTWO positions and 8 closed out — a net gain of 15 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $27.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $7.48M.

  • 152 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2018, up from 137 in Q1 2018.
  • Funds reported $503M of Vanguard Russell 2000 ETF stock for Q2 2018, up 25% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 2000 ETF positions in Q2 2018 and 8 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $27.5M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2018.