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Vanguard Russell 2000 ETF

399 hedge funds and large institutions have $4.79B invested in Vanguard Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 101 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $6.62M | Put options by funds: $2.44M

59% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 101

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

4% more funds holding

Funds holding: 382399 (+17)

4.01% more ownership

Funds ownership: 64.57%68.58% (+4%)

4% more capital invested

Capital invested by funds: $4.62B → $4.79B (+$171M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
6.29%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
73
Increased
161
Reduced
101
Closed
49
Calls
$6.62M
Puts
$2.44M
Net Calls
+$4.19M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
301
Private Capital Group
Connecticut
$124K
BAM
302
Belpointe Asset Management
Nevada
$122K +$4.61K +56 +4%
SFSG
303
Sound Financial Strategies Group
Mississippi
$121K -$47.3K -575 -28%
DAC
304
Dividend Assets Capital
South Carolina
$116K -$19.5K -237 -14%
AIM
305
Arcadia Investment Management
Michigan
$116K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$112K -$823 -10 -0.7%
CCM
307
Covington Capital Management
California
$109K +$109K +1,319 New
MCC
308
Money Concepts Capital
Florida
$108K +$107K +1,299 New
AF
309
Advisornet Financial
Minnesota
$103K +$18K +219 +21%
IRC
310
Investors Research Corp
Georgia
$95K +$87.3K +1,061 +1,294%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$94.2K -$9.05K -110 -9%
BHWM
312
Beaird Harris Wealth Management
Texas
$88K +$12.3K +149 +16%
ATC
313
Adirondack Trust Company
New York
$87K -$698K -8,484 -89%
HWA
314
Heritage Wealth Advisors
Virginia
$86K +$85.2K +1,036 New
WB
315
Webster Bank
Connecticut
$85K -$617K -7,503 -88%
HFA
316
HC Financial Advisors
California
$64K +$30.4K +370 +93%
BBHC
317
Brown Brothers Harriman & Co
New York
$62K
FP
318
Financial Perspectives
Minnesota
$61.8K +$82 +1 +0.1%
HR
319
Howe & Rusling
New York
$60K +$16.8K +204 +40%
SIC
320
Salem Investment Counselors
North Carolina
$58K -$24.6K -299 -30%
TFP
321
Tilia Fiduciary Partners
North Carolina
$55K +$7.16K +87 +15%
WTC
322
WhitTier Trust Company
Nevada
$53K
LFG
323
Larson Financial Group
Missouri
$53K +$1.97K +24 +4%
HBW
324
Hazlett, Burt & Watson
West Virginia
$53K +$53K +644 New
MA
325
MUFG Americas
New York
$52K

VTWO Hedge Fund Activity: Q1 2022 in Review

399 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2022, worth a combined $4.79B — up 3.7% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VTWO positions and 49 closed out — a net gain of 24 holders — while 161 added to existing stakes and 101 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $482M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $445M sold.

  • 399 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $4.79B of Vanguard Russell 2000 ETF stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 73 funds opened new Vanguard Russell 2000 ETF positions in Q1 2022 and 49 closed out, a net change of +24 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $482M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2022 was Migdal Insurance & Financial Holdings, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2022.