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Vanguard Russell 2000 ETF
VTWO

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: 2 → 3 (+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: 137 → 152 (+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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$27.5M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$5.9M
3
Deutsche Bank
Deutsche Bank
Germany
+$5.65M
4
UBS Group
UBS Group
Switzerland
+$3.19M
5
SLF
Sun Life Financial
Ontario, Canada
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.48M
2
TRCT
Tower Research Capital (TRC)
New York
-$2.67M
3
NFG
Next Financial Group
Texas
-$1.8M
4
VF
Virtu Financial
New York
-$1.69M
5
SG Americas Securities
SG Americas Securities
New York
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
126
Anchor Investment Management
South Carolina
$39.4K +$38.5K +600 New
OIA
127
Optimum Investment Advisors
Illinois
$33K -$12.8K -200 -29%
SPIA
128
Steward Partners Investment Advisory
New York
$29K +$28.3K +440 New
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$28K -$2.57K -40 -9%
WP
130
WealthShield Partners
North Carolina
$24K – – –
BlackRock
131
BlackRock
New York
$21K – – –
SWM
132
SeaCrest Wealth Management
New York
$20K +$19.3K +300 +7,500%
HDIM
133
Hanson & Doremus Investment Management
Vermont
$17K – – –
Simplex Trading
134
Simplex Trading
Illinois
$17K +$17.3K +270 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$16K -$35.5K -552 -70%
AssetMark Inc
136
AssetMark Inc
California
$16K +$385 +6 +2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$13K -$3.47K -54 -22%
KJWM
138
Kiley Juergens Wealth Management
Washington
$11K +$11.1K +172 New
US Bancorp
139
US Bancorp
Minnesota
$10K – – –
SAM
140
Shamrock Asset Management
Texas
$9K – – –
THWM
141
Taylor Hoffman Wealth Management
Virginia
$9K – – –
FHA
142
Flagship Harbor Advisors
Massachusetts
$9K +$8.99K +140 New
AF
143
Advisornet Financial
Minnesota
$8K – – –
WT
144
Washington Trust
Rhode Island
$8K +$8.1K +126 New
CCM
145
Cribstone Capital Management
Maine
$7K +$1.03K +16 +19%
ACA
146
Atlas Capital Advisors
Wyoming
$6.73K – – –
MPPLM
147
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5K +$2.57K +40 +118%
SEI Investments
148
SEI Investments
Pennsylvania
$4K +$642 +10 +20%
GI
149
Gradient Investments
Minnesota
$2K +$1.67K +26 New
PK
150
Pflug Koory
Nebraska
$1K – – –
3 4 5
6
7

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.