VTWV icon

Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

48 hedge funds and large institutions have $45.7M invested in Vanguard Russell 2000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$1.77M
2
PAG
Private Advisor Group
New Jersey
+$1.64M
3
Jane Street
Jane Street
New York
+$1.6M
4
FWP
FAS Wealth Partners
Kansas
+$1.24M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$1.03M

Top Sellers

1
RRC
Relaxing Retirement Coach
Massachusetts
-$921K
2
Brown Advisory
Brown Advisory
Maryland
-$586K
3
Bank of America
Bank of America
North Carolina
-$264K
4
LFA
Landmark Financial Advisors
Kentucky
-$225K
5
HighTower Advisors
HighTower Advisors
Illinois
-$205K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$340K +$340K +3,197 New
HighTower Advisors
27
HighTower Advisors
Illinois
$266K -$205K -1,913 -43%
MML Investors Services
28
MML Investors Services
Massachusetts
$252K -$11.9K -112 -5%
LRPA
29
L. Roy Papp & Associates
Arizona
$244K +$244K +2,290 New
SCG
30
Sonata Capital Group
Washington
$234K – – –
IIC
31
Integrated Investment Consultants
Michigan
$214K +$214K +2,012 New
GWA
32
Guidant Wealth Advisors
Illinois
$150K – – –
PFO
33
Pathstone Family Office
New Jersey
$125K +$212 +2 +0.2%
GWM
34
Geneos Wealth Management
Colorado
$107K -$23.1K -218 -18%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$106K +$106K +1,000 New
EA
36
Edge Advisors
Georgia
$99K – – –
PCP
37
Proficio Capital Partners
Massachusetts
$82K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$47K +$1.9K +18 +4%
Citigroup
39
Citigroup
New York
$25K -$12.4K -119 -33%
GFP
40
Gryphon Financial Partners
Ohio
$21K +$21K +197 New
TRCT
41
Tower Research Capital (TRC)
New York
$12K +$12K +109 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$12K +$12K +109 New
SWM
43
SeaCrest Wealth Management
New York
$11K – – –
FGC
44
Financial Gravity Companies
Texas
$10K +$10K +92 New
FGAM
45
Financial Gravity Asset Management
Texas
$10K +$10K +92 New
William Blair & Company
46
William Blair & Company
Illinois
$5K +$5K +50 New
PO
47
Private Ocean
California
$4K +$4K +38 New
Brown Advisory
48
Brown Advisory
Maryland
– -$586K -5,349 Closed
LFA
49
Landmark Financial Advisors
Kentucky
– -$225K -2,054 Closed
FAAS
50
First Allied Advisory Services
California
– -$35K -326 Closed
1
2
3