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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
SAM
126
Shamrock Asset Management
Texas
$9K -$1.24K -20 -12%
US Bancorp
127
US Bancorp
Minnesota
$9K
IWM
128
IHT Wealth Management
Illinois
$8K -$2.85K -46 -25%
AF
129
Advisornet Financial
Minnesota
$8K
THWM
130
Taylor Hoffman Wealth Management
Virginia
$8K
ACA
131
Atlas Capital Advisors
Wyoming
$6.1K +$6.2K +100 New
CCM
132
Cribstone Capital Management
Maine
$5K -$85.8K -1,384 -94%
SEI Investments
133
SEI Investments
Pennsylvania
$3K +$3.1K +50 New
MPPLM
134
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K
TAIM
135
TD Ameritrade Investment Management
Nebraska
$1K
PK
136
Pflug Koory
Nebraska
$1K +$620 +10 New
FAAS
137
First Allied Advisory Services
California
-$969K -15,848 Closed
LSAG
138
Lake Street Advisors Group
New Hampshire
-$892K -14,584 Closed
LIM
139
Leavell Investment Management
Alabama
-$589K -9,630 Closed
Millennium Management
140
Millennium Management
New York
-$344K -5,626 Closed
PAM
141
Panagora Asset Management
Massachusetts
-$141K -2,304 Closed
BWP
142
Baldwin Wealth Partners
Massachusetts
-$23K -380 Closed
CHC
143
City Holding Co
West Virginia
-$18K -294 Closed
IA
144
IndexIQ Advisors
New York
-$16K -268 Closed
KJWM
145
Kiley Juergens Wealth Management
Washington
-$10K -172 Closed

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.