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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
CCM
76
Coldstream Capital Management
Washington
$3.57M +$3.65M +50,802 New
Cerity Partners
77
Cerity Partners
New York
$3.57M +$2.26M +31,392 +162%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$3.41M -$14.4K -200 -0.4%
WPWM
79
Windward Private Wealth Management
Kansas
$3.4M +$99.7K +1,387 +3%
AP
80
Adero Partners
California
$3.29M -$427K -5,945 -11%
AFGAS
81
Allegiance Financial Group Advisory Services
Virginia
$3.22M +$3.28M +45,712 New
ACP
82
Aveo Capital Partners
Colorado
$3.14M +$376K +5,231 +13%
SW
83
Simplicity Wealth
New Jersey
$3.08M +$3.14M +43,705 New
AWMNH
84
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.07M +$3.13M +43,624 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$2.98M +$1.02M +14,239 +51%
KAS
86
Kestra Advisory Services
Texas
$2.96M +$1.03M +14,268 +51%
Deutsche Bank
87
Deutsche Bank
Germany
$2.88M +$46.7K +650 +2%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$2.85M +$2.91M +40,541 New
PF
89
Phoenix Financial
Israel
$2.83M +$2.89M +40,236 New
Jane Street
90
Jane Street
New York
$2.82M +$2.88M +40,063 New
Creative Planning
91
Creative Planning
Kansas
$2.78M -$147K -2,042 -5%
Mariner
92
Mariner
Kansas
$2.77M -$7.79M -108,425 -73%
CS
93
Comerica Securities
Michigan
$2.69M +$99.1K +1,379 +4%
ZCA
94
Zeke Capital Advisors
Pennsylvania
$2.65M
CAAM
95
Cornerstone Advisors Asset Management
Pennsylvania
$2.57M -$513K -7,146 -16%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$2.52M +$2.58M +35,867 New
WDG
97
Wealth Dimensions Group
Ohio
$2.36M -$217K -3,023 -8%
LWM
98
LJI Wealth Management
Indiana
$2.34M +$2.39M +33,269 New
RDIA
99
RE Dickinson Investment Advisors
Iowa
$2.33M +$350K +4,876 +17%
First Manhattan
100
First Manhattan
New York
$2.3M +$1.45M +20,140 +160%

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.