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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
RJA
26
Raymond James & Associates
Florida
$20M +$7.13M +99,278 +54%
Ameriprise
27
Ameriprise
Minnesota
$15.3M +$3.95M +54,982 +34%
SRSA
28
S.R. Schill & Associates
Washington
$12.8M +$623K +8,677 +5%
GSIS
29
Global Strategic Investment Solutions
Arizona
$12.6M -$414K -5,765 -3%
LGWM
30
Litman Gregory Wealth Management
California
$12.4M +$3.4M +47,284 +37%
PFO
31
Pathstone Family Office
New Jersey
$11.9M +$2.28M +31,784 +73%
Truist Financial
32
Truist Financial
North Carolina
$11.8M -$114K -1,589 -0.9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$11.5M +$1.43M +19,965 +14%
FG
34
Foster Group
Iowa
$11.3M +$1.23M +17,062 +12%
LIA
35
LBMC Investment Advisors
Tennessee
$10.5M -$852K -11,860 -7%
WA
36
Waverly Advisors
Alabama
$10.4M -$34.4K -479 -0.3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$10.2M -$3.33M -46,280 -24%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$9.78M +$741K +10,318 +8%
LMIM
39
Lockheed Martin Investment Management
Maryland
$8.66M
AWS
40
Atria Wealth Solutions
New York
$8.48M +$265K +3,686 +3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8.19M -$72.2K -1,005 -0.9%
Squarepoint
42
Squarepoint
New York
$7.87M +$8.04M +111,884 New
BlackRock
43
BlackRock
New York
$7.45M +$248K +3,458 +3%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$7.33M -$257K -3,580 -3%
LA
45
LVW Advisors
New York
$7.21M +$964K +13,412 +15%
FWTB
46
First Western Trust Bank
Colorado
$7.1M +$394K +5,488 +6%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$7.04M -$648K -9,014 -8%
Osaic Holdings
48
Osaic Holdings
Arizona
$6.81M +$246K +3,423 +4%
IOOF
49
Independent Order of Foresters
Ontario, Canada
$6.48M
FC
50
Fusion Capital
South Carolina
$6.46M -$335K -4,658 -5%

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.