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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
CWC
326
Carolinas Wealth Consulting
North Carolina
$62.7K +$64K +891 New
CAL
327
Capital Advisors Ltd
Ohio
$62K -$258K -3,597 -80%
BBHC
328
Brown Brothers Harriman & Co
New York
$58.3K
FP
329
Financial Perspectives
Minnesota
$53.2K +$575 +8 +1%
CWP
330
Concord Wealth Partners
Virginia
$52.8K +$53.9K +750 New
FCA
331
Fortis Capital Advisors
Kansas
$51.7K +$52.8K +735 New
HNWAG
332
High Net Worth Advisory Group
Florida
$50.3K +$28.9K +402 +128%
ASN
333
Advisory Services Network
Georgia
$49.5K +$50.5K +703 New
SIC
334
Salem Investment Counselors
North Carolina
$49.3K -$5.89K -82 -10%
WTC
335
WhitTier Trust Company
Nevada
$45.4K
FPB
336
First PREMIER Bank
South Dakota
$45K
DIP
337
DT Investment Partners
Pennsylvania
$43K +$43.9K +611 New
EWM
338
Evermay Wealth Management
Virginia
$38K +$359 +5 +0.9%
NRC
339
New Republic Capital
North Carolina
$37.4K +$38.2K +532 New
OIA
340
Optimum Investment Advisors
Illinois
$36.7K
CA
341
Clearstead Advisors
Ohio
$36.7K +$37.1K +517 +12,925%
WT
342
Whittier Trust
California
$35.2K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$31.9K
HNB
344
Huntington National Bank
Ohio
$31.2K
SWM
345
Spire Wealth Management
Virginia
$31K -$23.6K -328 -43%
TFP
346
Tilia Fiduciary Partners
North Carolina
$29.4K +$144 +2 +0.5%
MCM
347
Manchester Capital Management
Vermont
$28.7K
HDIM
348
Hanson & Doremus Investment Management
Vermont
$27K
HCP
349
Hexagon Capital Partners
Arkansas
$26.6K +$647 +9 +2%
NFSG
350
Newbridge Financial Services Group
Florida
$24.3K +$1.36K +19 +6%

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.