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Vanguard Russell 2000 ETF
VTWO

382 hedge funds and large institutions have $4.62B invested in Vanguard Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 170 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $2.19M

188% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 26

130% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 74

32% more capital invested

Capital invested by funds: $3.51B → $4.62B (+$1.11B)

13% more funds holding

Funds holding: 337 → 382 (+45)

7.83% more ownership

Funds ownership: 56.74% → 64.57% (+7.8%)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
5.88%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
75
Increased
170
Reduced
74
Closed
26
Calls
$6.93M
Puts
$2.19M
Net Calls
+$4.74M
Net Calls Change
+$1.02M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$400M
2
Goldman Sachs
Goldman Sachs
New York
+$256M
3
Bank of America
Bank of America
North Carolina
+$184M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$118M
5
UBS Group
UBS Group
Switzerland
+$21.7M

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.16M
2
Jane Street
Jane Street
New York
-$5.29M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.92M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$3.91M
5
PFC
Phocas Financial Corp
California
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.29B +$184M +2,014,290 +16%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$842M +$400M +4,385,194 +88%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$445M +$118M +1,290,000 +35%
Goldman Sachs
4
Goldman Sachs
New York
$299M +$256M +2,808,162 +536%
Stifel Financial
5
Stifel Financial
Missouri
$139M +$4.46M +48,801 +3%
UBS Group
6
UBS Group
Switzerland
$131M +$21.7M +237,348 +20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$121M -$3.67M -40,146 -3%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$104M +$3.2M +35,011 +3%
Wells Fargo
9
Wells Fargo
California
$91.6M +$15.8M +172,967 +20%
HP
10
Hound Partners
New York
$77.8M +$12.2M +133,989 +18%
FCBT
11
First Citizens Bank & Trust
North Carolina
$72.6M -$3.91M -42,769 -5%
APW
12
Austin Private Wealth
Texas
$68.3M +$1.81M +19,784 +3%
AWM
13
AE Wealth Management
Kansas
$60.3M +$1.18M +12,938 +2%
RCIM
14
Red Cedar Investment Management
Michigan
$51.2M +$140K +1,537 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$49.8M +$8.59M +94,061 +20%
JP Morgan Chase
16
JP Morgan Chase
New York
$43.9M +$879K +9,630 +2%
LPL Financial
17
LPL Financial
California
$43.8M -$7.16M -78,428 -14%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$32.8M +$2.38M +26,075 +8%
Truist Financial
19
Truist Financial
North Carolina
$26.2M +$599K +6,558 +2%
VWM
20
Venturi Wealth Management
Texas
$22.9M -$2.13M -23,335 -8%
SCA
21
Scott Capital Advisors
Oregon
$20.8M +$21.2M +231,881 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$18.8M +$3.94M +43,116 +26%
LA
23
Legacy Advisors
Pennsylvania
$17M +$1.49M +16,278 +9%
SRSA
24
S.R. Schill & Associates
Washington
$15.9M -$72K -789 -0.4%
GSIS
25
Global Strategic Investment Solutions
Arizona
$15.2M +$338K +3,704 +2%
1
2 3 4 5

VTWO Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2021, worth a combined $4.62B — up 32% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VTWO positions and 26 closed out — a net gain of 49 holders — while 170 added to existing stakes and 74 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $400M. The largest seller was LPL Financial, cutting an estimated $7.16M.

  • 382 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2021, up from 337 in Q3 2021.
  • Funds reported $4.62B of Vanguard Russell 2000 ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 75 funds opened new Vanguard Russell 2000 ETF positions in Q4 2021 and 26 closed out, a net change of +49 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $400M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2021 was LPL Financial, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2021.