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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

147 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
47
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$5.15M
3
Bank of America
3
Bank of America
North Carolina
$65.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.03M
5
VCM
5
Virtue Capital Management
Tennessee
$11.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$23M
2
CB
2
Commerce Bank
Missouri
$1.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$914K
4
PAG
4
Private Advisor Group
New Jersey
$1.31M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Silvercrest Asset Management
New York
$2.96M -$155K -1,137 -5%
CAN
27
Cetera Advisor Networks
California
$2.64M +$519K +3,798 +24%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.51M +$759K +5,557 +43%
RA
29
Rodgers & Associates
Pennsylvania
$2.44M +$131K +960 +6%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$2.36M – – –
RJA
31
Raymond James & Associates
Florida
$2.02M +$37.7K +276 +2%
BAM
32
Berkshire Asset Management
Pennsylvania
$2.02M – – –
WDG
33
Wealth Dimensions Group
Ohio
$1.98M -$119K -868 -6%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$1.93M -$369K -2,703 -16%
PWA
35
Phoenix Wealth Advisors
North Carolina
$1.92M +$224K +1,644 +13%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.9M -$30K -220 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.78M -$21.4K -157 -1%
CSIA
38
Carl Stuart Investment Advisor
Texas
$1.78M +$1.78M +12,997 New
AF
39
Advisornet Financial
Minnesota
$1.69M +$1.02M +7,437 +150%
Stifel Financial
40
Stifel Financial
Missouri
$1.67M +$535K +3,916 +47%
FTS
41
Fifth Third Securities
Ohio
$1.57M +$6.97K +51 +0.4%
MECA
42
Miller Equity Capital Advisors
Texas
$1.54M – – –
IFWM
43
Institute for Wealth Management
Colorado
$1.5M +$449K +3,290 +43%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.45M +$119K +873 +9%
LFWA
45
LBJ Family Wealth Advisors
Texas
$1.44M +$8.06K +59 +0.6%
CB
46
Commerce Bank
Missouri
$1.41M -$2.96M -21,675 -68%
1WM
47
1900 Wealth Management
Texas
$1.37M -$1.37M -10,048 -50%
PAG
48
Private Advisor Group
New Jersey
$1.31M -$2.36M -17,282 -64%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.26M -$41.5K -304 -3%
IWA
50
IVC Wealth Advisors
Pennsylvania
$1.23M -$1.09M -7,978 -47%
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