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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
BCM
126
Brookstone Capital Management
Illinois
$1.51M +$95.9K +1,335 +7%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$1.51M +$20.3K +282 +1%
WI
128
Wintrust Investments
Illinois
$1.51M -$14.1K -196 -0.9%
Corient Private Wealth
129
Corient Private Wealth
Florida
$1.5M +$1.53M +21,333 New
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$1.48M +$15K +209 +1%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$1.46M +$31.3K +435 +2%
MOS
132
MGO One Seven
Ohio
$1.42M +$263K +3,661 +22%
RG
133
Rathbones Group
United Kingdom
$1.35M -$38.3K -533 -3%
FFP
134
FourThought Financial Partners
Florida
$1.34M +$1.37M +19,004 New
OAM
135
Oppenheimer Asset Management
New York
$1.27M +$1.29M +17,991 New
SA
136
Sunesis Advisors
Kansas
$1.2M -$10.5K -146 -0.9%
MWA
137
Meridian Wealth Advisors
Texas
$1.16M +$233K +3,247 +24%
BBWP
138
Beacon Bridge Wealth Partners
Pennsylvania
$1.16M +$1.18M +16,488 New
MA
139
Mutual Advisors
Nebraska
$1.16M +$211K +2,935 +22%
AI
140
Atria Investments
North Carolina
$1.15M +$61.6K +858 +6%
Comerica Bank
141
Comerica Bank
Texas
$1.15M +$116K +1,614 +12%
SC
142
Scotia Capital
Ontario, Canada
$1.1M +$433K +6,032 +63%
WC
143
Wealth CMT
New Jersey
$1.1M +$20.8K +290 +2%
PAM
144
PVG Asset Management
Colorado
$1.1M -$137K -1,901 -11%
BOSSRA
145
B.O.S.S. Retirement Advisors
Utah
$1.1M +$1.12M +15,562 New
WAM
146
Wakefield Asset Management
Colorado
$1.09M +$14K +195 +1%
IAS
147
Insigneo Advisory Services
Florida
$1.07M +$1.09M +15,143 New
EFS
148
Econ Financial Services
Pennsylvania
$1.07M -$1.36K -19 -0.1%
MHIC
149
Marble Harbor Investment Counsel
Massachusetts
$1.04M -$3.59K -50 -0.3%
MHS
150
M Holdings Securities
Oregon
$1.03M

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.