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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
IWC
276
Integrated Wealth Concepts
Massachusetts
$255K -$1.72K -24 -0.7%
PWM
277
Perigon Wealth Management
California
$254K +$260K +3,614 New
PTC
278
Private Trust Company
Ohio
$250K
EFS
279
Essex Financial Services
Connecticut
$248K +$1.15K +16 +0.5%
BWM
280
Benchmark Wealth Management
Connecticut
$247K +$862 +12 +0.3%
LL
281
LPWM LLC
Minnesota
$247K -$9.34K -130 -4%
VVP
282
Venture Visionary Partners
Ohio
$243K -$40.7K -567 -14%
BFA
283
Brown Financial Advisory
Alabama
$242K -$236K -3,278 -49%
AA
284
Advisory Alpha
Michigan
$240K +$245K +3,404 New
SVWAG
285
Sound View Wealth Advisors Group
Georgia
$236K +$209K +2,915 New
WANY
286
Wealthspire Advisors (New York)
New York
$235K -$2.66K -37 -1%
WPC
287
Wedmont Private Capital
Pennsylvania
$232K -$13.3K -185 -5%
BWM
288
Bulltick Wealth Management
Florida
$231K +$236K +3,285 New
PAG
289
Private Advisor Group
New Jersey
$229K +$346K +4,817 +32%
BAMG
290
Brand Asset Management Group
Missouri
$223K
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$221K +$1.72K +24 +0.8%
OW
292
Olistico Wealth
Oklahoma
$218K +$222K +3,095 New
PEA
293
Park Edge Advisors
Ohio
$218K +$222K +3,094 New
HSA
294
HBK Sorce Advisory
Pennsylvania
$217K +$221K +3,080 New
RFA
295
Resurgent Financial Advisors
Georgia
$215K +$220K +3,059 New
ORC
296
O'Rourke & Company
Massachusetts
$214K +$719 +10 +0.3%
OAP
297
One Advisory Partners
Kansas
$210K -$1.87K -26 -0.9%
RWA
298
Redhawk Wealth Advisors
Minnesota
$208K +$212K +2,952 New
CWA
299
Canvas Wealth Advisors
Kansas
$207K +$201K +2,794 New
BTI
300
Blue Trust Inc
Georgia
$205K +$219K +3,054 +10,907%

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.