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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
LSAG
151
Lake Street Advisors Group
New Hampshire
$1.03M +$71.9K +1,000 +7%
FNBT
152
FineMark National Bank & Trust
Florida
$1.02M +$34.4K +479 +3%
ICG
153
InterOcean Capital Group
Tennessee
$1.02M +$34.5K +480 +3%
LW
154
Linscomb Wealth
Texas
$1.01M +$95.6K +1,330 +10%
HAS
155
HBW Advisory Services
California
$982K +$132K +1,832 +15%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$958K +$4.02K +56 +0.4%
PAS
157
Park Avenue Securities
New York
$941K +$110K +1,527 +13%
AFAS
158
Acorn Financial Advisory Services
Virginia
$933K
AWM
159
Apollon Wealth Management
South Carolina
$932K -$142K -1,982 -13%
SG
160
StoneX Group
New York
$929K -$35.3K -491 -4%
WFA
161
WestHill Financial Advisors
California
$903K -$10.3K -143 -1%
RJT
162
Raymond James Trust
Florida
$892K -$206K -2,861 -18%
IA
163
IFP Advisors
Florida
$885K +$27.2K +379 +6%
M&T Bank
164
M&T Bank
New York
$879K -$22.1K -307 -2%
S
165
SignatureFD
Georgia
$873K -$2.16K -30 -0.2%
NCM
166
NCM Capital Management
New Jersey
$868K
TC
167
Telemus Capital
Michigan
$867K -$9.2K -128 -1%
PAMS
168
Pictet Asset Management (Switzerland)
Switzerland
$856K +$874K +12,170 New
Wealthfront Advisers
169
Wealthfront Advisers
California
$842K +$317K +4,413 +58%
TFS
170
Thoroughbred Financial Services
Tennessee
$841K -$2.23K -31 -0.3%
SFS
171
Sowell Financial Services
Arkansas
$831K +$54.6K +760 +7%
PFM
172
Patton Fund Management
Texas
$813K +$831K +11,560 New
GIM
173
Goelzer Investment Management
Indiana
$798K +$18.4K +256 +2%
W
174
Wealthquest
Ohio
$782K -$104K -1,453 -12%
SFS
175
Strategic Financial Services
New York
$769K

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.