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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
CTA
401
Colonial Trust Advisors
South Carolina
$1.69K +$1.72K +24 New
BAAM
402
Baker Avenue Asset Management
California
$1.34K +$1.36K +19 New
USCWA
403
U.S. Capital Wealth Advisors
Texas
$1.2K +$1.22K +17 New
TAM
404
Tucker Asset Management
Colorado
$1.13K -$2.73K -38 -70%
RG
405
Retirement Group
California
$1K +$934 +13 New
KFI
406
Key Financial Inc
Pennsylvania
$999
OLVIG
407
Oliver Lagore Vanvalin Investment Group
Michigan
$774
FFA
408
Farther Finance Advisors
California
$704 +$719 +10 New
SCA
409
Stonebridge Capital Advisors
Minnesota
$704 +$719 +10 New
CPFP
410
Clear Perspectives Financial Planning
Ohio
$352 +$359 +5 New
HIA
411
Harbor Investment Advisory
Maryland
$281 -$72 -1 -20%
WA
412
Win Advisors
Florida
$281
GFWA
413
Grey Fox Wealth Advisors
Delaware
$141 +$144 +2 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
414
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$40M -600,000 Closed
SFSG
415
Sound Financial Strategies Group
Mississippi
-$3.33M -50,039 Closed
IMC Chicago
416
IMC Chicago
Illinois
-$2.54M -38,087 Closed
FPAS
417
Focus Partners Advisor Solutions
Missouri
-$2.07M -31,019 Closed
PFC
418
Phocas Financial Corp
California
-$1.45M -21,812 Closed
C
419
Certuity
Florida
-$1.36M -20,488 Closed
SCA
420
Scott Capital Advisors
Oregon
-$1.35M -20,233 Closed
PFS
421
Prospera Financial Services
Texas
-$1.24M -18,608 Closed
Millennium Management
422
Millennium Management
New York
-$967K -14,506 Closed
SGI
423
Summit Global Investments
Utah
-$749K -11,247 Closed
CIA
424
Caerus Investment Advisors
Texas
-$373K -5,600 Closed
UCFA
425
United Capital Financial Advisors
Texas
-$327K -4,905 Closed

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.