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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
LIA
26
LBMC Investment Advisors
Tennessee
$14.6M +$2.73M +33,182 +23%
SRSA
27
S.R. Schill & Associates
Washington
$14.6M -$121K -1,471 -0.8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$13.3M -$3.97M -48,271 -23%
ONB
29
Old National Bancorp
Indiana
$12.6M +$26.8K +326 +0.2%
GSIS
30
Global Strategic Investment Solutions
Arizona
$12.4M -$1.63M -19,786 -12%
WA
31
Waverly Advisors
Alabama
$12.3M -$3.62K -44 -0%
SCA
32
Scott Capital Advisors
Oregon
$12M -$7.13M -86,642 -37%
LMIM
33
Lockheed Martin Investment Management
Maryland
$11.6M -$658K -8,000 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$11.6M +$4.44M +53,974 +63%
Ameriprise
35
Ameriprise
Minnesota
$11.4M +$4.98M +60,486 +78%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$11.1M +$79.9K +971 +0.7%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$10.4M +$216K +2,631 +2%
FG
38
Foster Group
Iowa
$9.47M +$6.08M +73,946 +183%
LA
39
LVW Advisors
New York
$9.1M +$212K +2,575 +2%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$9.01M +$8.95M +108,753 New
IOOF
41
Independent Order of Foresters
Ontario, Canada
$8.79M
MML Investors Services
42
MML Investors Services
Massachusetts
$8.2M +$1.01M +12,274 +14%
FC
43
Fusion Capital
South Carolina
$8.18M +$225K +2,735 +3%
AWS
44
Atria Wealth Solutions
New York
$8.05M +$7.99M +97,128 New
Osaic Holdings
45
Osaic Holdings
Arizona
$7.94M -$187K -2,271 -2%
FTA
46
Financial & Tax Architects
Missouri
$7.56M -$960K -11,669 -11%
FWTB
47
First Western Trust Bank
Colorado
$7.17M +$7.03M +85,517 New
LGWM
48
Litman Gregory Wealth Management
California
$6.64M +$5.14M +62,533 +355%
AAS
49
Avantax Advisory Services
Texas
$6.13M +$50.7K +616 +0.8%
EFS
50
Econ Financial Services
Pennsylvania
$6.06M +$6.24M +75,890 +4,483%

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.