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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
ZIG
101
Zuckerman Investment Group
Illinois
$2.25M +$31.1K +433 +1%
ECG
102
Edge Capital Group
Georgia
$2.24M +$145K +2,023 +7%
CA
103
Cambridge Associates
Massachusetts
$2.18M
Principal Financial Group
104
Principal Financial Group
Iowa
$2.16M -$58.5K -814 -3%
SWA
105
Stratos Wealth Advisors
Ohio
$2.12M -$463K -6,439 -18%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.1M +$22.8K +318 +1%
Charles Schwab
107
Charles Schwab
California
$1.98M +$1.66M +23,043 +455%
CG
108
Colony Group
Massachusetts
$1.97M
CFA
109
Capstone Financial Advisors
Illinois
$1.97M +$394K +5,488 +24%
AP
110
Arlington Partners
Alabama
$1.92M
FHB
111
First Hawaiian Bank
Hawaii
$1.9M -$147K -2,042 -7%
AIA
112
Arbor Investment Advisors
North Carolina
$1.9M -$50.2K -698 -3%
TC
113
TAGStone Capital
North Carolina
$1.89M +$172K +2,397 +10%
HHGA
114
Halbert Hargrove Global Advisors
California
$1.84M -$71.4K -994 -4%
GC
115
Guggenheim Capital
Illinois
$1.8M
ME
116
McIlrath & Eck
Washington
$1.79M +$1.83M +25,490 New
HighTower Advisors
117
HighTower Advisors
Illinois
$1.79M +$1.26M +17,565 +223%
WP
118
WealthShield Partners
North Carolina
$1.78M +$54K +752 +3%
LNC
119
Lincoln National Corp
Pennsylvania
$1.77M +$96.4K +1,341 +6%
HR
120
Howe & Rusling
New York
$1.75M +$692K +9,636 +63%
HC
121
Henshaw Capital
Massachusetts
$1.75M
Bank of New York Mellon
122
Bank of New York Mellon
New York
$1.75M -$318K -4,421 -15%
FBB
123
Fulton Breakefield Broenniman
Maryland
$1.72M +$29K +403 +2%
GA
124
Geller Advisors
New York
$1.6M +$576K +8,013 +54%
MWM
125
Moran Wealth Management
Florida
$1.52M +$1.55M +21,570 New

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.