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Vanguard Russell 2000 Growth ETF

114 hedge funds and large institutions have $264M invested in Vanguard Russell 2000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $242M → $264M (+$21.9M)

5% more funds holding

Funds holding: 109114 (+5)

1.29% more ownership

Funds ownership: 43.22%44.51% (+1.3%)

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
51
Topel & Distasi Wealth Management
California
$774K
SWP
52
Stratos Wealth Partners
Ohio
$718K -$112K -686 -13%
AMCA
53
Arthur M. Cohen & Associates
Illinois
$708K +$771K +4,710 New
1WM
54
1900 Wealth Management
Texas
$672K +$256K +1,565 +54%
MML Investors Services
55
MML Investors Services
Massachusetts
$656K -$4.75K -29 -0.7%
Prudential Financial
56
Prudential Financial
New Jersey
$594K -$818 -5 -0.1%
SFG
57
StrategIQ Financial Group
Indiana
$556K
PFBT
58
Parkside Financial Bank & Trust
Missouri
$528K +$57.5K +351 +11%
HA
59
HC Advisors
Georgia
$526K -$13.9K -85 -2%
FF
60
FourThought Financial
Florida
$520K +$41.4K +253 +8%
Creative Planning
61
Creative Planning
Kansas
$511K -$626K -3,823 -53%
FIM
62
Freedom Investment Management
Connecticut
$509K -$5.73K -35 -1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$494K +$289K +1,764 +116%
LFWA
64
LBJ Family Wealth Advisors
Texas
$481K +$1.01M +6,152 +323%
VW
65
Vance Wealth
California
$465K +$222K +1,357 +78%
CS
66
Comerica Securities
Michigan
$425K
UCFA
67
United Capital Financial Advisors
Texas
$406K -$4.75K -29 -1%
WS
68
Wedbush Securities
California
$369K +$402K +2,455 New
SYBT
69
Stock Yards Bank & Trust
Kentucky
$358K -$84.5K -516 -18%
RMA
70
Roffman Miller Associates
Pennsylvania
$351K +$327 +2 +0.1%
AF
71
Advisornet Financial
Minnesota
$348K +$6.06K +37 +2%
HNWAG
72
High Net Worth Advisory Group
Florida
$346K
JMPWA
73
JP Morgan Private Wealth Advisors
California
$333K +$40.8K +249 +13%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$328K +$358K +2,186 New
Jane Street
75
Jane Street
New York
$322K -$1.46M -8,926 -81%

VTWG Hedge Fund Activity: Q3 2022 in Review

114 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q3 2022, worth a combined $264M — up 9% from $242M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTWG positions and 8 closed out — a net gain of 6 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Crestone Asset Management, adding an estimated $12.8M. The largest seller was Simplex Trading, cutting an estimated $4.25M.

  • 114 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q3 2022, up from 109 in Q2 2022.
  • Funds reported $264M of Vanguard Russell 2000 Growth ETF stock for Q3 2022, up 9% quarter-over-quarter.
  • 14 funds opened new Vanguard Russell 2000 Growth ETF positions in Q3 2022 and 8 closed out, a net change of +6 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q3 2022 was Crestone Asset Management, an estimated $12.8M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q3 2022 was Simplex Trading, an estimated $4.25M sold.

Based on aggregated 13F filings for Q3 2022.