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Vanguard Russell 2000 ETF

399 hedge funds and large institutions have $4.79B invested in Vanguard Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 101 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $6.62M | Put options by funds: $2.44M

59% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 101

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

4% more funds holding

Funds holding: 382399 (+17)

4.01% more ownership

Funds ownership: 64.57%68.58% (+4%)

4% more capital invested

Capital invested by funds: $4.62B → $4.79B (+$171M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
6.29%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
73
Increased
161
Reduced
101
Closed
49
Calls
$6.62M
Puts
$2.44M
Net Calls
+$4.19M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
KP
176
Keel Point
Alabama
$705K -$194K -2,356 -22%
CCP
177
Corient Capital Partners
California
$702K +$108K +1,313 +18%
DY
178
Dowling & Yahnke
California
$696K
SFS
179
Strategic Financial Services
New York
$663K
VIP
180
Vantage Investment Partners
Missouri
$658K
GPA
181
Guidance Point Advisors
Massachusetts
$658K +$9.46K +115 +1%
BFA
182
Brown Financial Advisory
Alabama
$658K +$439K +5,337 +205%
SWP
183
Stratos Wealth Partners
Ohio
$637K +$33.5K +407 +6%
1SB
184
1ST Source Bank
Indiana
$636K
AWA
185
Arete Wealth Advisors
Illinois
$612K +$70.3K +855 +13%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$582K -$44.5K -541 -7%
TPM
187
Triasima Portfolio Management
Quebec, Canada
$580K
IFG
188
Independent Financial Group
California
$571K -$244K -2,972 -30%
CWM
189
Cornerstone Wealth Management
Missouri
$570K +$566K +6,880 New
PFG
190
Peterson Financial Group
Iowa
$566K +$1.97K +24 +0.4%
BDWM
191
Brewin Dolphin Wealth Management
Ireland
$566K
WFA
192
Websterrogers Financial Advisors
South Carolina
$553K -$9.06M -110,184 -94%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$547K +$444K +5,399 +447%
LFAS
194
Level Four Advisory Services
Texas
$546K -$45.8K -557 -8%
MSFS
195
Main Street Financial Solutions
Pennsylvania
$544K -$37.9K -461 -7%
RVPG
196
Relative Value Partners Group
$541K
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$535K -$11.1K -135 -2%
Retirement Systems of Alabama
198
Retirement Systems of Alabama
Alabama
$532K +$9.95K +121 +2%
CFG
199
Citizens Financial Group
Rhode Island
$529K -$18.5K -225 -3%
CAL
200
Capital Advisors Ltd
Ohio
$518K

VTWO Hedge Fund Activity: Q1 2022 in Review

399 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2022, worth a combined $4.79B — up 3.7% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VTWO positions and 49 closed out — a net gain of 24 holders — while 161 added to existing stakes and 101 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $482M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $445M sold.

  • 399 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $4.79B of Vanguard Russell 2000 ETF stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 73 funds opened new Vanguard Russell 2000 ETF positions in Q1 2022 and 49 closed out, a net change of +24 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $482M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2022 was Migdal Insurance & Financial Holdings, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2022.