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Vanguard Russell 2000 Value ETF
VTWV

33 hedge funds and large institutions have $46.8M invested in Vanguard Russell 2000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

28.34% more ownership

Funds ownership: 0% → 28.34% (+28%)

28% more capital invested

Capital invested by funds: $36.6M → $46.8M (+$10.1M)

18% more funds holding

Funds holding: 28 → 33 (+5)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.93M
2
Morgan Stanley
Morgan Stanley
New York
+$1.1M
3
Jane Street
Jane Street
New York
+$1M
4
BL
Balentine LLC
Georgia
+$376K
5
PPA
Parametric Portfolio Associates
Washington
+$376K

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$2.4M
2
Bank of America
Bank of America
North Carolina
-$769K
3
BFA
Bragg Financial Advisors
North Carolina
-$630K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$357K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$130K +$121K +1,263 New
AG
27
Advisor Group
Arizona
$81K +$383 +4 +0.5%
PCP
28
Proficio Capital Partners
Massachusetts
$79K – – –
EA
29
Edge Advisors
Georgia
$79K +$73.9K +772 New
Citigroup
30
Citigroup
New York
$25K +$23K +240 New
MFS
31
MSI Financial Services
Massachusetts
$7K +$96 +1 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$4K – – –
BFA
33
Bragg Financial Advisors
North Carolina
– -$630K -6,935 Closed
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
– -$357K -3,931 Closed
1
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