We are live on ! Find out more
VTWV icon

Vanguard Russell 2000 Value ETF

145 hedge funds and large institutions have $312M invested in Vanguard Russell 2000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

6.2% less ownership

Funds ownership: 48.29%42.08% (-6.2%)

19% less capital invested

Capital invested by funds: $385M → $312M (-$73.5M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
53
Reduced
39
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Bartlett & Co
Ohio
$2.65M
JE
27
JMAC Enterprises
Pennsylvania
$2.61M +$61.8K +490 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.51M +$1.37M +10,863 +106%
1WM
29
1900 Wealth Management
Texas
$2.4M +$297K +2,359 +13%
CWC
30
Carolinas Wealth Consulting
North Carolina
$2.32M +$181K +1,439 +7%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$2.06M +$24.7K +196 +1%
MMA
32
Miracle Mile Advisors
California
$2.04M -$1.02M -8,082 -32%
IWA
33
IVC Wealth Advisors
Pennsylvania
$2.03M +$61.3K +486 +3%
RA
34
Rodgers & Associates
Pennsylvania
$2.02M -$12K -95 -0.6%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$2.01M +$2.12M +16,848 New
CAN
36
Cetera Advisor Networks
California
$1.86M +$346K +2,747 +21%
WDG
37
Wealth Dimensions Group
Ohio
$1.83M -$2.52K -20 -0.1%
BAM
38
Berkshire Asset Management
Pennsylvania
$1.76M
RJA
39
Raymond James & Associates
Florida
$1.74M -$2.52K -20 -0.1%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.69M
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$1.6M +$67.6K +536 +4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.57M -$36.3M -288,362 -96%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.53M +$663K +5,257 +69%
PWA
44
Phoenix Wealth Advisors
North Carolina
$1.49M +$36K +286 +2%
FTS
45
Fifth Third Securities
Ohio
$1.37M +$39.1K +310 +3%
MECA
46
Miller Equity Capital Advisors
Texas
$1.34M
LFWA
47
LBJ Family Wealth Advisors
Texas
$1.25M +$54.2K +430 +4%
RC
48
Roundview Capital
New Jersey
$1.22M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.16M +$65.7K +521 +6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.14M +$169K +1,338 +16%