Vanguard Russell 2000 Value ETF
VTWV
147 hedge funds and large institutions have $353M invested in Vanguard Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 16 closing their positions.
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
1% less funds holding
Funds holding: 148 → 147 (-1)
5.74% less ownership
Funds ownership: 48.97% → 43.23% (-5.7%)
10% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 49
13% less capital invested
Capital invested by funds: $403M → $353M (-$50.4M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.22M |
| 2 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
+$3.18M |
| 3 |
GS
GTS Securities
New York
|
+$1.61M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.56M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.6M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$3.35M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.81M |
| 5 |
CSIA
Carl Stuart Investment Advisor
Austin,
Texas
|
-$1.78M |
VTWV Hedge Fund Activity: Q1 2024 in Review
147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2024, worth a combined $353M — down 13% from $403M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VTWV positions and 16 closed out — a net gain of 1 holder — while 44 added to existing stakes and 49 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $3.22M. The largest seller was Morgan Stanley, cutting an estimated $46.8M.
- 147 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2024, down from 148 in Q4 2023.
- Funds reported $353M of Vanguard Russell 2000 Value ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 17 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2024 and 16 closed out, a net change of +1 holder.
- The largest Vanguard Russell 2000 Value ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.22M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $46.8M sold.
Based on aggregated 13F filings for Q1 2024.