We are live on ! Find out more
VTWO icon

Vanguard Russell 2000 ETF
VTWO

32 hedge funds and large institutions have $109M invested in Vanguard Russell 2000 ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

35% more capital invested

Capital invested by funds: $80.5M → $109M (+$28.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 33 → 32 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
19
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.11M
2
Bank of America
Bank of America
North Carolina
+$6.06M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.89M
4
Morgan Stanley
Morgan Stanley
New York
+$1.54M
5
Wells Fargo
Wells Fargo
California
+$1.21M

Top Sellers

1
VF
Virtu Financial
New York
-$2.24M
2
M&T Bank
M&T Bank
New York
-$1.24M
3
Ameriprise
Ameriprise
Minnesota
-$576K
4
KL
Kinsight LLC
Alabama
-$532K
5
RFC
Russell Frank Company
Washington
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1
Kinsight LLC
Alabama
$21.6M -$532K -12,828 -2%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$17.4M +$1.2M +28,964 +8%
Wells Fargo
3
Wells Fargo
California
$13.2M +$1.21M +29,314 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.3M +$7.11M +171,560 +186%
Bank of America
5
Bank of America
North Carolina
$7.32M +$6.06M +146,254 +591%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$6.3M +$2.89M +69,766 +90%
LIA
7
LBMC Investment Advisors
Tennessee
$5.27M – – –
Morgan Stanley
8
Morgan Stanley
New York
$3.27M +$1.54M +37,206 +95%
CC
9
Curian Capital
Colorado
$3.03M +$495K +11,938 +20%
UBS AM
10
UBS AM
Illinois
$2.6M +$518K +12,510 +26%
FA
11
FDx Advisors
Illinois
$2.23M +$186K +4,492 +9%
LPL Financial
12
LPL Financial
California
$1.98M +$712K +17,180 +60%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.74M +$19.3K +466 +1%
BWM
14
Baystate Wealth Management
Massachusetts
$1.41M -$243K -5,858 -15%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.41M +$292K +7,042 +27%
HNB
16
Huntington National Bank
Ohio
$1.3M – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$1.29M +$385K +9,282 +44%
B
18
Baird
Wisconsin
$1.2M +$37.7K +910 +3%
U
19
UBS
Switzerland
$1.17M +$651K +15,698 +137%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$847K +$590K +14,246 +258%
SG Americas Securities
21
SG Americas Securities
New York
$658K +$637K +15,360 New
NB
22
NBT Bank
New York
$637K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$435K +$421K +10,150 New
CAN
24
Cetera Advisor Networks
California
$405K +$390K +9,412 New
TCB
25
Texas Capital Bancshares
Texas
$384K +$372K +8,974 New
1
2

VTWO Hedge Fund Activity: Q3 2013 in Review

32 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2013, worth a combined $109M — up 35% from $80.5M a quarter earlier.

Fund positioning in VTWO was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 2 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $7.11M. The largest seller was Virtu Financial, exiting entirely with an estimated $2.24M sold.

  • 32 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2013, down from 33 in Q2 2013.
  • Funds reported $109M of Vanguard Russell 2000 ETF stock for Q3 2013, up 35% quarter-over-quarter.
  • 6 funds opened new Vanguard Russell 2000 ETF positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $7.11M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2013 was Virtu Financial, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2013.