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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in Vanguard Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$3.82M
4
UBS Group
4
UBS Group
Switzerland
$9.63M
5
CAM
5
Crestone Asset Management
Colorado
$16.3M

Top Sellers

1
CFG
1
CMC Financial Group
Georgia
$0
2
SW
2
Signify Wealth
Missouri
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$630K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAG
5
Compass Advisory Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.9M +$214K +1,531 +13%
SL
27
Systelligence LLC
Minnesota
$1.79M +$945K +6,757 +111%
Goldman Sachs
28
Goldman Sachs
New York
$1.79M +$1.79M +12,801 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.76M -$948K -6,777 -35%
Citadel Advisors
30
Citadel Advisors
Florida
$1.64M +$1.64M +11,708 New
MECA
31
Miller Equity Capital Advisors
Texas
$1.62M – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.53M +$120K +859 +9%
LPL Financial
33
LPL Financial
California
$1.47M -$938K -6,705 -39%
RC
34
Roundview Capital
New Jersey
$1.42M – – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.36M +$1.11M +7,935 +450%
FTS
36
Fifth Third Securities
Ohio
$1.29M -$105K -752 -8%
TFA
37
Tobias Financial Advisors
Florida
$1.28M – – –
SCM
38
Stordahl Capital Management
Colorado
$1.2M -$23.2K -166 -2%
Stifel Financial
39
Stifel Financial
Missouri
$1.16M -$10.8K -77 -0.9%
FIM
40
Freedom Investment Management
Connecticut
$1.07M -$113K -811 -10%
SPC
41
Sigma Planning Corp
Michigan
$831K +$2.1K +15 +0.3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$821K +$35K +250 +4%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$799K +$799K +5,717 New
Ameriprise
44
Ameriprise
Minnesota
$753K +$753K +5,397 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$745K -$47K -336 -6%
AAS
46
Avantax Advisory Services
Texas
$659K +$348K +2,494 +112%
IWA
47
IVC Wealth Advisors
Pennsylvania
$653K +$245K +1,751 +60%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$630K -$6.09M -43,603 -91%
CWC
49
Carolinas Wealth Consulting
North Carolina
$591K +$3.78K +27 +0.6%
LFWA
50
LBJ Family Wealth Advisors
Texas
$572K +$1.12K +8 +0.2%
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