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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
IAIM
201
International Assets Investment Management
Florida
$550K +$552K +7,676 New
SWP
202
Stratos Wealth Partners
Ohio
$544K -$188K -2,623 -25%
KP
203
Keel Point
Alabama
$535K +$76.5K +1,065 +16%
LFAS
204
Level Four Advisory Services
Texas
$533K +$45.1K +628 +9%
MAM
205
McLean Asset Management
Virginia
$528K +$111K +1,546 +26%
MFWP
206
Mosaic Family Wealth Partners
Missouri
$517K +$527K +7,341 New
TPM
207
Triasima Portfolio Management
Quebec, Canada
$493K
EBT
208
Enterprise Bank & Trust
Massachusetts
$484K +$46.5K +647 +10%
PFG
209
Peterson Financial Group
Iowa
$483K +$54.8K +763 +13%
Retirement Systems of Alabama
210
Retirement Systems of Alabama
Alabama
$479K +$1.8K +25 +0.4%
SMA
211
Sage Mountain Advisors
Georgia
$474K -$160K -2,222 -25%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$471K -$725K -10,095 -60%
WB
213
Webster Bank
Connecticut
$470K +$480K +6,683 New
RVPG
214
Relative Value Partners Group
$460K
CWM
215
Cordatus Wealth Management
Pennsylvania
$459K +$469K +6,524 New
AMCA
216
Arthur M. Cohen & Associates
Illinois
$459K -$251K -3,499 -35%
CCWM
217
Cassaday & Co Wealth Management
Virginia
$458K +$468K +6,515 New
BBA
218
Braun-Bostich & Associates
Pennsylvania
$457K +$10.8K +151 +2%
SPC
219
Sigma Planning Corp
Michigan
$448K -$37.4K -520 -8%
G
220
Gainplan
Michigan
$447K +$457K +6,359 New
Sumitomo Mitsui Trust Group
221
Sumitomo Mitsui Trust Group
Japan
$443K +$115K +1,600 +34%
MSFS
222
Main Street Financial Solutions
Pennsylvania
$440K -$23.4K -326 -5%
CFO
223
Colony Family Offices
North Carolina
$431K
LPAM
224
Lodestar Private Asset Management
California
$418K +$427K +5,937 New
BWM
225
Baron Wealth Management
Michigan
$413K +$422K +5,870 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.