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Vanguard Russell 2000 Growth ETF

128 hedge funds and large institutions have $302M invested in Vanguard Russell 2000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

15% more capital invested

Capital invested by funds: $264M → $302M (+$38.4M)

12% more funds holding

Funds holding: 114128 (+14)

3.05% more ownership

Funds ownership: 44.51%47.56% (+3.1%)

Holders
128
Holders Change
+14
Holders Change %
+12.28%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
43
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35.9M -$971K -6,094 -3%
CAM
2
Crestone Asset Management
Colorado
$28.9M +$1.45M +9,113 +5%
WHG
3
Westwood Holdings Group
Texas
$23M -$319K -2,001 -1%
AssetMark Inc
4
AssetMark Inc
California
$16.1M -$692K -4,343 -4%
Morgan Stanley
5
Morgan Stanley
New York
$13.3M +$5.77M +36,165 +73%
Ameriprise
6
Ameriprise
Minnesota
$9.48M +$2.43M +15,249 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.92M +$489K +3,069 +6%
Wells Fargo
8
Wells Fargo
California
$7.78M +$785K +4,925 +11%
LWM
9
LJI Wealth Management
Indiana
$7.43M +$7.61M +47,749 New
SAM
10
Silvercrest Asset Management
New York
$7.31M +$5.9K +37 +0.1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.9M +$223K +1,398 +3%
LPL Financial
12
LPL Financial
California
$6.71M +$559K +3,506 +9%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.63M +$164K +1,030 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.6M -$162K -1,015 -2%
UBS Group
15
UBS Group
Switzerland
$5.59M +$1.36M +8,543 +31%
WFA
16
WestHill Financial Advisors
California
$5.4M -$5.1K -32 -0.1%
VCM
17
Virtue Capital Management
Tennessee
$4.98M +$3.15M +19,738 +161%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$4.88M +$140K +876 +3%
KAS
19
Kestra Advisory Services
Texas
$4.71M +$31.4K +197 +0.7%
RA
20
Riversedge Advisors
Delaware
$4.27M -$1.15M -7,200 -21%
SFG
21
Sterling Financial Group
California
$3.68M +$3.77M +23,664 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.66M -$824K -5,168 -18%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.61M -$2.99M -18,764 -45%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.46M +$833K +5,224 +31%
Simplex Trading
25
Simplex Trading
Illinois
$3.44M +$1.79M +11,238 +104%

VTWG Hedge Fund Activity: Q4 2022 in Review

128 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q4 2022, worth a combined $302M — up 15% from $264M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VTWG positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.77M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $3.15M.

  • 128 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $302M of Vanguard Russell 2000 Growth ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 27 funds opened new Vanguard Russell 2000 Growth ETF positions in Q4 2022 and 12 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 2000 Growth ETF buyer in Q4 2022 was Morgan Stanley, an estimated $5.77M added.
  • The largest Vanguard Russell 2000 Growth ETF seller in Q4 2022 was Gladstone Institutional Advisory, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2022.