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Vanguard Russell 2000 Value ETF

61 hedge funds and large institutions have $76.5M invested in Vanguard Russell 2000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less capital invested

Capital invested by funds: $77.4M → $76.5M (-$928K)

1.22% less ownership

Funds ownership: 31.52%30.29% (-1.2%)

2% less funds holding

Funds holding: 6261 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
25
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$642K
SAM
27
Silvercrest Asset Management
New York
$613K +$175K +1,660 +40%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$489K -$671K -6,376 -58%
ASN
29
Advisory Services Network
Georgia
$474K -$17K -162 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$435K +$93.5K +889 +27%
BSW
31
Buckingham Strategic Wealth
Missouri
$432K
SB
32
Suntrust Banks
Georgia
$401K +$19.7K +187 +5%
TRCT
33
Tower Research Capital (TRC)
New York
$380K -$187K -1,780 -33%
RMA
34
Roffman Miller Associates
Pennsylvania
$343K -$8.42K -80 -2%
AG
35
Advisor Group
Arizona
$327K +$6K +57 +2%
CWM
36
Cordatus Wealth Management
Pennsylvania
$309K -$5.26K -50 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$251K +$21.3K +202 +9%
SCG
38
Sonata Capital Group
Washington
$232K
VF
39
Virtu Financial
New York
$202K -$278K -2,645 -58%
JP Morgan Chase
40
JP Morgan Chase
New York
$89K +$90.5K +860 New
PFO
41
Pathstone Family Office
New Jersey
$86K +$421 +4 +0.5%
PCP
42
Proficio Capital Partners
Massachusetts
$81K
CFGS
43
Concourse Financial Group Securities
Alabama
$80K +$23.7K +225 +42%
LGWM
44
Litman Gregory Wealth Management
California
$78K +$77.9K +740 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$74K +$316 +3 +0.4%
GWA
46
Guidant Wealth Advisors
Illinois
$55K -$73.4K -698 -57%
GWM
47
Geneos Wealth Management
Colorado
$43K -$20.1K -191 -31%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$43K +$17.6K +167 +69%
Citigroup
49
Citigroup
New York
$25K
BAMG
50
Brand Asset Management Group
Missouri
$13K -$1.68K -16 -12%

VTWV Hedge Fund Activity: Q2 2019 in Review

61 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q2 2019, worth a combined $76.5M — down 1.2% from $77.4M a quarter earlier.

Fund positioning in VTWV was balanced in Q2 2019: 4 funds opened new positions, 4 closed out, 25 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.18M. The largest seller was Morgan Stanley, cutting an estimated $1.11M.

  • 61 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q2 2019, down from 62 in Q1 2019.
  • Funds reported $76.5M of Vanguard Russell 2000 Value ETF stock for Q2 2019, down 1.2% quarter-over-quarter.
  • 4 funds opened new Vanguard Russell 2000 Value ETF positions in Q2 2019 and 4 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q2 2019 was Raymond James & Associates, an estimated $1.18M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q2 2019 was Morgan Stanley, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2019.