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Vanguard Russell 2000 ETF
VTWO

Overview Fund Activity

215 hedge funds and large institutions have $864M invested in Vanguard Russell 2000 ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
29
Increased
62
Reduced
70
Closed
17
Calls
$302K
Puts
$3K
Net Calls
+$299K
Net Calls Change
+$1.09M

Top Buyers

1
RCIM
1
Red Cedar Investment Management
Michigan
$37.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51.5M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$26.2M
4
SRSA
4
S.R. Schill & Associates
Washington
$12.2M
5
LPL Financial
5
LPL Financial
California
$28M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.2M
3
Macquarie Group
3
Macquarie Group
Australia
$8.71M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
126
Financial Advisors Network
California
$323K -$2.54K -42 -0.8%
LSA
127
Lion Street Advisors
Texas
$319K +$5.91K +98 +2%
LFAS
128
Level Four Advisory Services
Texas
$312K – – –
LFA
129
Legend Financial Advisors
Pennsylvania
$306K +$306K +5,058 New
CCM
130
Cribstone Capital Management
Maine
$301K +$7.85K +130 +3%
CCP
131
Corient Capital Partners
California
$296K +$296K +4,890 New
SWP
132
Stratos Wealth Partners
Ohio
$292K -$2.91K -48 -1%
SPC
133
Sigma Planning Corp
Michigan
$286K +$1.33K +22 +0.5%
1SB
134
1ST Source Bank
Indiana
$279K – – –
RJT
135
Raymond James Trust
Florida
$272K -$121K -2,000 -31%
RVPG
136
Relative Value Partners Group
$265K – – –
GLA
137
Good Life Advisors
Pennsylvania
$265K +$265K +4,390 New
PT
138
Plimoth Trust
Massachusetts
$260K -$19.5K -322 -7%
BRWM
139
B. Riley Wealth Management
Tennessee
$253K +$253K +4,176 New
MFW
140
Mosaic Family Wealth
Missouri
$248K – – –
GSWM
141
Golden State Wealth Management
California
$247K -$288K -4,748 -54%
BWM
142
Benchmark Wealth Management
Connecticut
$245K -$17.6K -292 -7%
IWC
143
Integrated Wealth Concepts
Massachusetts
$239K -$195K -3,222 -45%
MNBTD
144
Moody National Bank Trust Division
Texas
$239K -$27.6K -456 -10%
AllianceBernstein
145
AllianceBernstein
Tennessee
$237K -$3.03K -50 -1%
PTC
146
Private Trust Company
Ohio
$234K – – –
CWP
147
CFM Wealth Partners
Texas
$230K – – –
FPGK
148
Financial Partners Group (Kansas)
Kansas
$229K +$121 +2 +0.1%
FWIA
149
Fort Washington Investment Advisors
Ohio
$226K – – –
HSA
150
HBK Sorce Advisory
Pennsylvania
$224K +$224K +3,712 New
4 5
6
7 8