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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
EWM
326
Evermay Wealth Management
Virginia
$44K +$82 +1 +0.2%
OIA
327
Optimum Investment Advisors
Illinois
$43K +$165 +2 +0.4%
WT
328
Whittier Trust
California
$41K
GTAM
329
Global Trust Asset Management
Florida
$40K -$2.47K -30 -6%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$38K
Franklin Resources
331
Franklin Resources
California
$34K +$740 +9 +2%
CG
332
Cutler Group
California
$33K -$24.7K -300 -43%
HDIM
333
Hanson & Doremus Investment Management
Vermont
$32K
GI
334
Gradient Investments
Minnesota
$31K -$14.8K -180 -32%
APC
335
Aspire Private Capital
North Carolina
$30K +$16.1K +196 +115%
DWP
336
Destiny Wealth Partners
Florida
$30K +$30.3K +368 New
HF
337
Halpern Financial
Virginia
$28.4K
AssetMark Inc
338
AssetMark Inc
California
$28K +$23.1K +281 +520%
AA
339
Ancora Advisors
Ohio
$27K +$7.4K +90 +38%
NFSG
340
Newbridge Financial Services Group
Florida
$27K +$22.1K +269 +480%
CAAS
341
Capital Asset Advisory Services
Michigan
$26K
HNWAG
342
High Net Worth Advisory Group
Florida
$26K
Bessemer Group
343
Bessemer Group
New Jersey
$26K +$26K +316 New
SWM
344
Selective Wealth Management
Virginia
$25K
GWM
345
Geneos Wealth Management
Colorado
$25K +$8.97K +109 +55%
MPCG
346
Matrix Private Capital Group
New York
$25K +$20.6K +250 +521%
Simplex Trading
347
Simplex Trading
Illinois
$24K +$24.1K +293 New
CPA
348
Cardiff Park Advisors
California
$23K
TFGT
349
TS Financial Group (TSFG)
Illinois
$21K -$2.47K -30 -11%
CWM
350
Curi Wealth Management
North Carolina
$21K +$82 +1 +0.4%

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.