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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

134 hedge funds and large institutions have $385M invested in Vanguard Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
52
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.3M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$33.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.29M
5
VCM
5
Virtue Capital Management
Tennessee
$8.41M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28M
2
Bank of America
2
Bank of America
North Carolina
$54.5M
3
Cerity Partners
3
Cerity Partners
New York
$301K
4
SFG
4
Sterling Financial Group
California
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Silvercrest Asset Management
New York
$2.78M 22,512 -2,179 -9%
BC
27
Bartlett & Co
Ohio
$2.75M 22,205 -1,535 -6%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$2.75M 22,205 -1,535 -6%
Citadel Advisors
29
Citadel Advisors
Florida
$2.65M 21,444 -39 -0.2%
JE
30
JMAC Enterprises
Pennsylvania
$2.64M 21,389 +1,158 +6%
CWC
31
Carolinas Wealth Consulting
North Carolina
$2.38M 19,273 +1,150 +6%
RRC
32
Relaxing Retirement Coach
Massachusetts
$2.31M 18,679 -287 -2%
1WM
33
1900 Wealth Management
Texas
$2.19M 17,707 +4,736 +37%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$2.11M 17,085 -120 -0.7%
RA
35
Rodgers & Associates
Pennsylvania
$2.1M 16,981 +202 +1%
IWA
36
IVC Wealth Advisors
Pennsylvania
$2.04M 16,497 +1,584 +11%
WDG
37
Wealth Dimensions Group
Ohio
$1.9M 15,385 -233 -1%
FTUS
38
Flow Traders U.S.
New York
$1.86M 15,071 +15,071 New
BAM
39
Berkshire Asset Management
Pennsylvania
$1.82M 14,759 +4,238 +40%
RJA
40
Raymond James & Associates
Florida
$1.8M 14,553 +65 +0.4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.75M 14,130 – –
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$1.59M 12,895 -118 -0.9%
CAN
43
Cetera Advisor Networks
California
$1.58M 12,809 +1,282 +11%
PWA
44
Phoenix Wealth Advisors
North Carolina
$1.51M 12,179 +772 +7%
CB
45
Commerce Bank
Missouri
$1.41M 11,440 +370 +3%
MECA
46
Miller Equity Capital Advisors
Texas
$1.39M 11,250 – –
FTS
47
Fifth Third Securities
Ohio
$1.38M 11,136 -276 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.26M 10,202 -3,617 -26%
RC
49
Roundview Capital
New Jersey
$1.26M 10,182 – –
LFWA
50
LBJ Family Wealth Advisors
Texas
$1.24M 10,040 +3,775 +60%
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