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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

136 hedge funds and large institutions have $343M invested in Vanguard Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
41
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.59M
2
Lido Advisors
2
Lido Advisors
California
$1.82M
3
Cerity Partners
3
Cerity Partners
New York
$4.07M
4
Bank of America
4
Bank of America
North Carolina
$58.1M
5
Ameriprise
5
Ameriprise
Minnesota
$82.4M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
AFS
2
AFG Fiduciary Services
Massachusetts
$828K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.68M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$0
5
VCM
5
Virtue Capital Management
Tennessee
$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$2.82M +$7.95K +66 +0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.7M -$132K -1,099 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$2.59M +$2.06M +17,056 +385%
JE
29
JMAC Enterprises
Pennsylvania
$2.44M +$29.9K +248 +1%
RRC
30
Relaxing Retirement Coach
Massachusetts
$2.29M -$86.3K -716 -4%
CWC
31
Carolinas Wealth Consulting
North Carolina
$2.18M +$185K +1,535 +9%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$2.07M – – –
RA
33
Rodgers & Associates
Pennsylvania
$2.02M +$16.3K +135 +0.8%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$2.02M -$680K -5,645 -25%
WDG
35
Wealth Dimensions Group
Ohio
$1.88M -$29.3K -243 -2%
Lido Advisors
36
Lido Advisors
California
$1.82M +$1.82M +15,106 New
IWA
37
IVC Wealth Advisors
Pennsylvania
$1.8M +$107K +891 +6%
RJA
38
Raymond James & Associates
Florida
$1.75M -$25.5K -212 -1%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.7M – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.68M -$3.99M -33,084 -70%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.67M -$1.47M -12,217 -47%
1WM
42
1900 Wealth Management
Texas
$1.58M -$2.67K -22 -0.2%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$1.57M +$120K +994 +8%
CAN
44
Cetera Advisor Networks
California
$1.39M +$17.1K +142 +1%
FTS
45
Fifth Third Securities
Ohio
$1.38M +$13K +108 +1%
PWA
46
Phoenix Wealth Advisors
North Carolina
$1.37M +$79.3K +658 +6%
MECA
47
Miller Equity Capital Advisors
Texas
$1.36M – – –
CB
48
Commerce Bank
Missouri
$1.33M -$206K -1,710 -13%
BAM
49
Berkshire Asset Management
Pennsylvania
$1.27M – – –
RC
50
Roundview Capital
New Jersey
$1.23M – – –
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