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Vanguard Russell 2000 ETF
VTWO

156 hedge funds and large institutions have $527M invested in Vanguard Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 152 → 156 (+4)

5% more capital invested

Capital invested by funds: $503M → $527M (+$24.1M)

0.49% more ownership

Funds ownership: 63.08% → 63.57% (+0.49%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
66
Reduced
35
Closed
12
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$365K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.88M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.58M
3
JIP
Jaffetilchin Investment Partners
Florida
+$6.98M
4
VF
Virtu Financial
New York
+$2.52M
5
LPL Financial
LPL Financial
California
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
PSUF
People's United Financial
Connecticut
-$15.9M
2
NFG
Next Financial Group
Texas
-$3.77M
3
LIA
LBMC Investment Advisors
Tennessee
-$1.55M
4
AIG
American International Group
New York
-$1.27M
5
FA
FDx Advisors
Illinois
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
151
Atlas Capital Advisors
Wyoming
$6.67K – – –
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$4K +$3.66K +54 New
RMAM
153
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.34K +64 New
PK
154
Pflug Koory
Nebraska
$1K – – –
TAIM
155
TD Ameritrade Investment Management
Nebraska
$1K +$407 +6 +50%
AMCA
156
Arthur M. Cohen & Associates
Illinois
$903 +$31.5K +464 +4%
AIG
157
American International Group
New York
– -$1.27M -19,400 Closed
B
158
Bridgeworth
Alabama
– -$291K -4,436 Closed
WCF
159
West Coast Financial
California
– -$262K -4,000 Closed
WP
160
WealthSource Partners
California
– -$210K -3,194 Closed
Stifel Financial
161
Stifel Financial
Missouri
– -$205K -3,108 Closed
FEG
162
Financial Enhancement Group
Indiana
– -$50K -760 Closed
CF
163
Centaurus Financial
California
– -$41K -628 Closed
PSUF
164
People's United Financial
Connecticut
– -$15.9M -370 Closed
SAM
165
Shamrock Asset Management
Texas
– -$9K -142 Closed
WT
166
Washington Trust
Rhode Island
– -$8K -126 Closed
MPPLM
167
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$5K -74 Closed
SEI Investments
168
SEI Investments
Pennsylvania
– -$4K -60 Closed
3 4 5 6
7

VTWO Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2018, worth a combined $527M — up 4.8% from $503M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VTWO positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.88M. The largest seller was People's United Financial, exiting entirely with an estimated $15.9M sold.

  • 156 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $527M of Vanguard Russell 2000 ETF stock for Q3 2018, up 4.8% quarter-over-quarter.
  • 17 funds opened new Vanguard Russell 2000 ETF positions in Q3 2018 and 12 closed out, a net change of +5 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2018 was Morgan Stanley, an estimated $9.88M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2018 was People's United Financial, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2018.