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Vanguard Russell 2000 ETF
VTWO

167 hedge funds and large institutions have $470M invested in Vanguard Russell 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

7% more funds holding

Funds holding: 156 → 167 (+11)

6.63% more ownership

Funds ownership: 63.57% → 70.2% (+6.6%)

11% less capital invested

Capital invested by funds: $527M → $470M (-$57M)

Holders
167
Holders Change
+11
Holders Change %
+7.05%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
41
Increased
52
Reduced
42
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
Geller Advisors
New York
+$24.1M
2
Wells Fargo
Wells Fargo
California
+$22.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$13.6M
4
UBS Group
UBS Group
Switzerland
+$10.5M
5
MCP
Moab Capital Partners
New York
+$6.03M

Top Sellers

Rank Fund Capital Flow
1
KP
Keel Point
Alabama
-$19M
2
FA
FDx Advisors
Illinois
-$10.2M
3
JIP
Jaffetilchin Investment Partners
Florida
-$8.52M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$7.94M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
126
American International Group
New York
$43K +$47.9K +800 New
DWM
127
Doyle Wealth Management
Florida
$43K +$47.9K +800 New
GRP
128
Global Retirement Partners
California
$41K – – –
BBHC
129
Brown Brothers Harriman & Co
New York
$40K – – –
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
GWM
131
Geneos Wealth Management
Colorado
$34K +$240 +4 +0.6%
RE
132
RBC Europe
United Kingdom
$32.2K – – –
MA
133
MUFG Americas
New York
$32K +$35.9K +600 New
OIA
134
Optimum Investment Advisors
Illinois
$27K +$120 +2 +0.4%
US Bancorp
135
US Bancorp
Minnesota
$24K -$42.1K -702 -61%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$23K – – –
WCM
137
Whitener Capital Management
North Carolina
$21K – – –
WP
138
WealthShield Partners
North Carolina
$20K – – –
MWA
139
Meridian Wealth Advisors
Texas
$20K +$22.2K +370 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$18K -$15.3K -256 -43%
SSB
141
Sandy Spring Bank
Maryland
$18K – – –
BlackRock
142
BlackRock
New York
$16K -$1.44K -24 -8%
HDIM
143
Hanson & Doremus Investment Management
Vermont
$14K – – –
CA
144
Claro Advisors
Massachusetts
$14K +$12K +200 New
AIM
145
Anchor Investment Management
South Carolina
$14K -$24K -400 -61%
AssetMark Inc
146
AssetMark Inc
California
$13K +$120 +2 +0.8%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$10K – – –
GI
149
Gradient Investments
Minnesota
$9K – – –
ASN
150
Advisory Services Network
Georgia
$8K +$8.39K +140 New
4 5
6
7 8

VTWO Hedge Fund Activity: Q4 2018 in Review

167 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2018, worth a combined $470M — down 11% from $527M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VTWO positions and 30 closed out — a net gain of 11 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Geller Advisors, opening a new position worth an estimated $24.1M. The largest seller was Keel Point, cutting an estimated $19M.

  • 167 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $470M of Vanguard Russell 2000 ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 41 funds opened new Vanguard Russell 2000 ETF positions in Q4 2018 and 30 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2018 was Geller Advisors, an estimated $24.1M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2018 was Keel Point, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2018.