We are live on ! Find out more
VTWO icon

Vanguard Russell 2000 ETF
VTWO

176 hedge funds and large institutions have $708M invested in Vanguard Russell 2000 ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

51% more capital invested

Capital invested by funds: $470M → $708M (+$238M)

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

25.05% more ownership

Funds ownership: 63.59% → 88.64% (+25%)

7% more funds holding

Funds holding: 164 → 176 (+12)

Holders
176
Holders Change
+12
Holders Change %
+7.32%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
31
Increased
62
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$90.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$33.7M
3
Ameriprise
Ameriprise
Minnesota
+$4.72M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.99M
5
AAS
Avantax Advisory Services
Texas
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
JG
Jefferies Group
New York
-$12.2M
2
UBS Group
UBS Group
Switzerland
-$8.86M
3
UBS AM
UBS AM
Illinois
-$6.07M
4
VF
Virtu Financial
New York
-$4.26M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
176
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
TAIM
177
TD Ameritrade Investment Management
Nebraska
$1K – – –
JG
178
Jefferies Group
New York
– -$12.2M -200,000 Closed
UBS AM
179
UBS AM
Illinois
– -$6.07M -99,826 Closed
VF
180
Virtu Financial
New York
– -$4.26M -70,022 Closed
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
– -$491K -8,072 Closed
M&T Bank
182
M&T Bank
New York
– -$399K -6,548 Closed
PPA
183
Parametric Portfolio Associates
Washington
– -$309K -5,084 Closed
Jane Street
184
Jane Street
New York
– -$270K -4,442 Closed
PAS
185
Partnervest Advisory Services
California
– -$215K -3,538 Closed
GSWM
186
Golden State Wealth Management
California
– -$186K -3,050 Closed
FAAS
187
First Allied Advisory Services
California
– -$100K -1,648 Closed
PWMG
188
Prestige Wealth Management Group
New Jersey
– -$70K -1,146 Closed
CG
189
Cutler Group
California
– -$60K -1,000 Closed
WCM
190
Whitener Capital Management
North Carolina
– -$24K -400 Closed
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
– -$19K -308 Closed
ASN
192
Advisory Services Network
Georgia
– -$6K -100 Closed
4 5 6 7
8

VTWO Hedge Fund Activity: Q4 2019 in Review

176 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2019, worth a combined $708M — up 51% from $470M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTWO positions and 15 closed out — a net gain of 16 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.4M. The largest seller was Jefferies Group, exiting entirely with an estimated $12.2M sold.

  • 176 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $708M of Vanguard Russell 2000 ETF stock for Q4 2019, up 51% quarter-over-quarter.
  • 31 funds opened new Vanguard Russell 2000 ETF positions in Q4 2019 and 15 closed out, a net change of +16 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2019 was Morgan Stanley, an estimated $90.4M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2019 was Jefferies Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2019.