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Vanguard Russell 2000 ETF
VTWO

162 hedge funds and large institutions have $511M invested in Vanguard Russell 2000 ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% more ownership

Funds ownership: 64.19% → 66.59% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

4% more capital invested

Capital invested by funds: $494M → $511M (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 168 → 162 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
51
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NFG
Next Financial Group
Texas
+$6.17M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$4.61M
3
Jane Street
Jane Street
New York
+$3.13M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.68M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$5.64M
2
PAG
Private Advisor Group
New Jersey
-$2.01M
3
Morgan Stanley
Morgan Stanley
New York
-$1.85M
4
CCM
Coldstream Capital Management
Washington
-$1.73M
5
TFS
Thoroughbred Financial Services
Tennessee
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
126
Realta Investment Advisors
Delaware
$66K +$28.6K +462 +77%
BBHC
127
Brown Brothers Harriman & Co
New York
$47K – – –
YWP
128
YorkBridge Wealth Partners
New York
$46K -$26K -420 -37%
RE
129
RBC Europe
United Kingdom
$37.5K – – –
MA
130
MUFG Americas
New York
$37K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$34K +$34.3K +554 New
OIA
132
Optimum Investment Advisors
Illinois
$32K +$124 +2 +0.4%
US Bancorp
133
US Bancorp
Minnesota
$28K – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$28K +$12.3K +198 +77%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
TFGT
136
TS Financial Group (TSFG)
Illinois
$26K +$25.8K +416 New
WCM
137
Whitener Capital Management
North Carolina
$24K – – –
TF
138
TimeScale Financial
Massachusetts
$23K +$22.9K +370 New
BlackRock
139
BlackRock
New York
$22K – – –
TPWA
140
TRUE Private Wealth Advisors
Oregon
$18K +$18.7K +302 New
HDIM
141
Hanson & Doremus Investment Management
Vermont
$16K – – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
AIM
143
Anchor Investment Management
South Carolina
$12.5K – – –
MGIA
144
Moneta Group Investment Advisors
Missouri
$12K -$248 -4 -2%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$12K – – –
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
DWM
147
Doyle Wealth Management
Florida
$12K +$12.4K +200 New
TA
148
TCG Advisors
Texas
$12K +$12.4K +200 New
GI
149
Gradient Investments
Minnesota
$11K – – –
AF
150
Advisornet Financial
Minnesota
$8K – – –
4 5
6
7 8

VTWO Hedge Fund Activity: Q2 2019 in Review

162 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2019, worth a combined $511M — up 3.5% from $494M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VTWO and 14 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 51 added.

The largest buyer was Next Financial Group, adding an estimated $6.17M. The largest seller was Virtu Financial, exiting entirely with an estimated $5.64M sold.

  • 162 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2019, down from 168 in Q1 2019.
  • Funds reported $511M of Vanguard Russell 2000 ETF stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 2000 ETF positions in Q2 2019 and 17 closed out, a net change of -3 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2019 was Next Financial Group, an estimated $6.17M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2019 was Virtu Financial, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2019.