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Vanguard Russell 2000 Value ETF

VTWV

Market cap $1.3B

105 hedge funds and large institutions have $421M invested in Vanguard Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New

Increased

Maintained

Reduced

Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

90% more capital invested

Capital invested by funds: $222M → $421M (+$199M)

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

11.31% more ownership

Funds ownership: 27.38% → 38.69% (+11%)

8% more funds holding

Funds holding: 97 → 105 (+8)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders

105

Holders Change

Holders Change %

+8.25%

% of All Funds

1.83%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-66.67%

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Ameriprise Minneapolis, Minnesota	+$142M
2	Bank of America Charlotte, North Carolina	+$27.9M
3	Royal Bank of Canada Toronto, Ontario, Canada	+$7.94M
4	CAM Crestone Asset Management Boulder, Colorado	+$4.38M
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$2.77M

Top Sellers

1	Wells Fargo San Francisco, California	-$2.85M
2	Osaic Holdings Scottsdale, Arizona	-$1.12M
3	PL Plancorp LLC Saint Louis, Missouri	-$826K
4	OPS Orion Portfolio Solutions Omaha, Nebraska	-$543K
5	SL Systelligence LLC Bloomington, Minnesota	-$502K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	RJA 26 Raymond James & Associates St Petersburg, Florida	$2.34M	+$368K	+2,543	+19%
27	PAG 27 Private Advisor Group Morristown, New Jersey	$2.29M	+$97.5K	+674	+4%
28	28 Commonwealth Equity Services Waltham, Massachusetts	$2.15M	+$21K	+145	+1%
29	LHC 29 Little House Capital Braintree, Massachusetts	$2.11M	+$2.1M	+14,531	New
30	30 Baird Financial Group Milwaukee, Wisconsin	$2.08M	–	–	–
31	VCM 31 Virtue Capital Management Brentwood, Tennessee	$2M	+$1.99M	+13,785	New
32	RJFSA 32 Raymond James Financial Services Advisors St. Petersburg, Florida	$1.92M	+$92.3K	+638	+5%
33	33 Goldman Sachs New York	$1.89M	+$30.4K	+210	+2%
34	MECA 34 Miller Equity Capital Advisors Irving, Texas	$1.66M	-$20.2K	-140	-1%
35	JMPWA 35 JP Morgan Private Wealth Advisors San Francisco, California	$1.64M	+$229K	+1,581	+16%
36	FTS 36 Fifth Third Securities Cincinnati, Ohio	$1.57M	+$224K	+1,546	+17%
37	37 LPL Financial San Diego, California	$1.57M	+$43.1K	+298	+3%
38	HCM 38 HM Capital Management Clayton, Missouri	$1.49M	+$1.48M	+10,218	New
39	RC 39 Roundview Capital Princeton, New Jersey	$1.48M	–	–	–
40	SL 40 Systelligence LLC Bloomington, Minnesota	$1.36M	-$502K	-3,470	-27%
41	PL 41 Plancorp LLC Saint Louis, Missouri	$1.33M	-$826K	-5,709	-38%
42	TFA 42 Tobias Financial Advisors Plantation, Florida	$1.29M	-$41.1K	-284	-3%
43	43 Stifel Financial St. Louis, Missouri	$1.21M	+$868	+6	+0.1%
44	SCM 44 Stordahl Capital Management Greenwood Village, Colorado	$1.14M	-$99.8K	-690	-8%
45	FIM 45 Freedom Investment Management Hartford, Connecticut	$1M	-$112K	-772	-10%
46	46 MML Investors Services Springfield, Massachusetts	$1M	+$694K	+4,797	+230%
47	SPC 47 Sigma Planning Corp Ann Arbor, Michigan	$866K	+$1.16K	+8	+0.1%
48	IWA 48 IVC Wealth Advisors Silverdale, Pennsylvania	$857K	+$178K	+1,230	+26%
49	WAP 49 Wealthcare Advisory Partners West Chester, Pennsylvania	$830K	-$579	-4	-0.1%
50	BBNA 50 Bremer Bank National Association St Paul, Minnesota	$815K	+$811K	+5,605	New