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Vanguard Russell 2000 ETF
VTWO

382 hedge funds and large institutions have $4.62B invested in Vanguard Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 170 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $2.19M

188% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 26

130% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 74

32% more capital invested

Capital invested by funds: $3.51B → $4.62B (+$1.11B)

13% more funds holding

Funds holding: 337 → 382 (+45)

7.83% more ownership

Funds ownership: 56.74% → 64.57% (+7.8%)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
5.88%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
75
Increased
170
Reduced
74
Closed
26
Calls
$6.93M
Puts
$2.19M
Net Calls
+$4.74M
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$400M
2
Goldman Sachs
Goldman Sachs
New York
+$256M
3
Bank of America
Bank of America
North Carolina
+$184M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$118M
5
UBS Group
UBS Group
Switzerland
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$7.16M
2
Jane Street
Jane Street
New York
-$5.29M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.92M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$3.91M
5
PFC
Phocas Financial Corp
California
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$14.2M +$1.22M +13,350 +9%
ONB
27
Old National Bancorp
Indiana
$13.6M -$1.41M -15,412 -9%
LMIM
28
Lockheed Martin Investment Management
Maryland
$13.3M – – –
LIA
29
LBMC Investment Advisors
Tennessee
$12.9M +$5.16M +56,548 +65%
WA
30
Waverly Advisors
Alabama
$12M +$274 +3 +0%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11.9M -$587K -6,434 -5%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$11.1M +$879K +9,630 +8%
WFA
33
Websterrogers Financial Advisors
South Carolina
$10.5M -$503K -5,508 -5%
LA
34
LVW Advisors
New York
$9.63M +$310K +3,394 +3%
IOOF
35
Independent Order of Foresters
Ontario, Canada
$9.53M – – –
Macquarie Group
36
Macquarie Group
Australia
$9.53M – – –
FTA
37
Financial & Tax Architects
Missouri
$9.24M -$629K -6,891 -6%
FC
38
Fusion Capital
South Carolina
$8.62M +$418K +4,579 +5%
Osaic Holdings
39
Osaic Holdings
Arizona
$8.35M +$2.25M +24,592 +36%
MML Investors Services
40
MML Investors Services
Massachusetts
$7.78M +$1.48M +16,163 +23%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7.72M -$4.92M -53,906 -39%
NFG
42
Next Financial Group
Texas
$7.62M +$465K +5,089 +6%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$6.98M +$1.11M +12,185 +19%
Ameriprise
44
Ameriprise
Minnesota
$6.95M -$2.29M -25,120 -25%
AAS
45
Avantax Advisory Services
Texas
$6.59M +$469K +5,135 +8%
Brown Advisory
46
Brown Advisory
Maryland
$6.46M +$1.61M +17,610 +32%
Jane Street
47
Jane Street
New York
$6.16M -$5.29M -57,982 -46%
GFPC
48
Global Financial Private Client
Florida
$5.69M +$153K +1,677 +3%
CFA
49
Capstone Financial Advisors
Illinois
$5.16M +$213K +2,338 +4%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$5.06M +$792K +8,670 +18%
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VTWO Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2021, worth a combined $4.62B — up 32% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VTWO positions and 26 closed out — a net gain of 49 holders — while 170 added to existing stakes and 74 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $400M. The largest seller was LPL Financial, cutting an estimated $7.16M.

  • 382 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2021, up from 337 in Q3 2021.
  • Funds reported $4.62B of Vanguard Russell 2000 ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 75 funds opened new Vanguard Russell 2000 ETF positions in Q4 2021 and 26 closed out, a net change of +49 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $400M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2021 was LPL Financial, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2021.