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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

61 hedge funds and large institutions have $76.9M invested in Vanguard Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.06M
2
CAM
Crestone Asset Management
Colorado
$6.54M
3
BFA
Bragg Financial Advisors
North Carolina
$7.24M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.22M
5
Wells Fargo
Wells Fargo
California
$5.17M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$8.45M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.44M
3
Brown Advisory
Brown Advisory
Maryland
$0
4
PPA
Parametric Portfolio Associates
Washington
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
26
Tobias Financial Advisors
Florida
$784K +$784K +9,201 New
SCM
27
Stordahl Capital Management
Colorado
$674K -$121K -1,416 -15%
Stifel Financial
28
Stifel Financial
Missouri
$654K -$25.3K -297 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$551K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$515K +$17.5K +205 +4%
SPC
31
Sigma Planning Corp
Michigan
$500K +$2.39K +28 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$410K +$63.7K +746 +18%
FTS
33
Fifth Third Securities
Ohio
$399K -$157K -1,840 -28%
Truist Financial
34
Truist Financial
North Carolina
$388K -$1.88K -22 -0.5%
AMCA
35
Arthur M. Cohen & Associates
Illinois
$317K -$294K -3,450 -48%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$292K -$147K -1,721 -33%
CFGS
37
Concourse Financial Group Securities
Alabama
$290K +$3.41K +40 +1%
NA
38
NewEdge Advisors
Louisiana
$268K – – –
CAC
39
Certified Advisory Corp
Florida
$257K +$236K +2,775 +1,137%
LFWA
40
LBJ Family Wealth Advisors
Texas
$244K +$244K +2,864 New
RMA
41
Roffman Miller Associates
Pennsylvania
$225K -$56.6K -663 -20%
CAN
42
Cetera Advisor Networks
California
$215K +$215K +2,519 New
AAS
43
Avantax Advisory Services
Texas
$214K +$214K +2,502 New
FWP
44
FAS Wealth Partners
Kansas
$146K +$20.4K +240 +16%
FHA
45
First Horizon Advisors
Tennessee
$115K – – –
BWM
46
Baystate Wealth Management
Massachusetts
$59K -$12.6K -148 -18%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$57K +$1.36K +16 +2%
PFO
48
Pathstone Family Office
New Jersey
$56K -$7.01K -82 -11%
GWM
49
Geneos Wealth Management
Colorado
$33K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$33K +$4.32K +50 +15%
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