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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

142 hedge funds and large institutions have $305M invested in Vanguard Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
51
Closed
16
Calls
$268K
Puts
$67K
Net Calls
+$201K
Net Calls Change
+$201K

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$20.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.24M
3
CA
3
Clearstead Advisors
Ohio
$1.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M
5
IFWM
5
Institute for Wealth Management
Colorado
$2.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.9M
2
Ameriprise
2
Ameriprise
Minnesota
$14.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.7M
4
GS
4
GTS Securities
New York
$0
5
RCIM
5
Red Cedar Investment Management
Michigan
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$2.88M +$1.41M +10,545 +96%
BAM
27
Berkshire Asset Management
Pennsylvania
$2.76M +$146K +1,089 +6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.44M +$1.53M +11,436 +170%
RA
29
Rodgers & Associates
Pennsylvania
$2.36M -$24.7K -184 -1%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$2.32M – – –
PWA
31
Phoenix Wealth Advisors
North Carolina
$2.28M +$131K +977 +6%
AF
32
Advisornet Financial
Minnesota
$2.26M +$338K +2,518 +18%
RJA
33
Raymond James & Associates
Florida
$2.1M +$23.2K +173 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.93M +$56.8K +424 +3%
WDG
35
Wealth Dimensions Group
Ohio
$1.9M -$21.6K -161 -1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.84M +$45.2K +337 +3%
SAM
37
Silvercrest Asset Management
New York
$1.78M -$10.9K -81 -0.6%
CA
38
Clearstead Advisors
Ohio
$1.72M +$1.72M +12,846 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.65M -$116K -865 -7%
LFWA
40
LBJ Family Wealth Advisors
Texas
$1.62M +$181K +1,350 +13%
MECA
41
Miller Equity Capital Advisors
Texas
$1.51M – – –
FTS
42
Fifth Third Securities
Ohio
$1.45M -$80.9K -601 -5%
PAG
43
Private Advisor Group
New Jersey
$1.23M -$65.4K -488 -5%
Stifel Financial
44
Stifel Financial
Missouri
$1.23M -$411K -3,067 -25%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.22M +$14.8K +110 +1%
CB
46
Commerce Bank
Missouri
$1.14M -$47.6K -355 -4%
IWA
47
IVC Wealth Advisors
Pennsylvania
$1.11M -$54K -403 -5%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$1.03M +$4.16K +31 +0.4%
TFA
49
Tobias Financial Advisors
Florida
$1.03M – – –
MMA
50
Miracle Mile Advisors
California
$962K -$2.28K -17 -0.2%
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