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Vanguard Russell 2000 ETF

415 hedge funds and large institutions have $3.65B invested in Vanguard Russell 2000 ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 157 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $1.45M

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

65% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 95

39% more capital invested

Capital invested by funds: $2.64B → $3.65B (+$1.02B)

11% more funds holding

Funds holding: 374415 (+41)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.48% more ownership

Funds ownership: 55.3%56.78% (+1.5%)

Holders
415
Holders Change
+41
Holders Change %
+10.96%
% of All Funds
6.67%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
157
Reduced
95
Closed
32
Calls
$4.45M
Puts
$1.45M
Net Calls
+$3M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
251
1ST Source Bank
Indiana
$317K
VLC
252
Van Leeuwen & Company
New Jersey
$317K +$323K +4,500 New
US Bancorp
253
US Bancorp
Minnesota
$309K +$241K +3,348 +319%
PT
254
Plimoth Trust
Massachusetts
$307K +$9.34K +130 +3%
AllianceBernstein
255
AllianceBernstein
Tennessee
$306K +$13.2K +184 +4%
BWL
256
Bogart Wealth LLC
Virginia
$304K -$2.01K -28 -0.6%
SWA
257
SFMG Wealth Advisors
Texas
$300K +$306K +4,265 New
SAG
258
SageView Advisory Group
California
$299K +$306K +4,256 New
WIM
259
WealthPlan Investment Management
Nebraska
$288K -$89.5K -1,246 -25%
WP
260
WealthPLAN Partners
Nebraska
$288K +$266K +3,702 New
RPCA
261
Running Point Capital Advisors
California
$287K +$72 +1 +0%
DDPIC
262
Deroy & Devereaux Private Investment Counsel
Michigan
$280K +$33.9K +472 +13%
Lido Advisors
263
Lido Advisors
California
$277K +$283K +3,941 New
VFA
264
Valeo Financial Advisors
Indiana
$277K
HA
265
HFG Advisors
Ohio
$277K
RFC
266
Regions Financial Corp
Alabama
$274K
CF
267
Centaurus Financial
California
$271K +$72 +1 +0%
CWP
268
CFM Wealth Partners
Texas
$269K
EP
269
Eudaimonia Partners
Tennessee
$266K +$503 +7 +0.2%
CA
270
Cetera Advisors
Colorado
$265K +$271K +3,767 New
TP
271
Tranquility Partners
Tennessee
$265K +$31.1K +433 +13%
AGC
272
Aspen Grove Capital
Colorado
$260K +$266K +3,700 New
AC
273
Avestar Capital
New York
$259K
FPGK
274
Financial Partners Group (Kansas)
Kansas
$259K -$14.6K -203 -6%
Fisher Asset Management
275
Fisher Asset Management
Washington
$258K +$8.98K +125 +4%

VTWO Hedge Fund Activity: Q4 2022 in Review

415 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2022, worth a combined $3.65B — up 39% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VTWO positions and 32 closed out — a net gain of 52 holders — while 157 added to existing stakes and 95 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $66.5M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $40M sold.

  • 415 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2022, up from 374 in Q3 2022.
  • Funds reported $3.65B of Vanguard Russell 2000 ETF stock for Q4 2022, up 39% quarter-over-quarter.
  • 84 funds opened new Vanguard Russell 2000 ETF positions in Q4 2022 and 32 closed out, a net change of +52 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $66.5M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2022.