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Vanguard Russell 2000 Value ETF
VTWV

61 hedge funds and large institutions have $83.6M invested in Vanguard Russell 2000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $76.9M → $83.6M (+$6.68M)

4.8% more ownership

Funds ownership: 24.14% → 28.94% (+4.8%)

0% more funds holding

Funds holding: 61 → 61 (0)

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMA
Miracle Mile Advisors
California
+$2.02M
2
RRC
Relaxing Retirement Coach
Massachusetts
+$1.55M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$947K
4
BFA
Bragg Financial Advisors
North Carolina
+$867K
5
Bank of America
Bank of America
North Carolina
+$802K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$4.04M
2
Morgan Stanley
Morgan Stanley
New York
-$573K
3
HighTower Advisors
HighTower Advisors
Illinois
-$551K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$512K
5
RC
Roundview Capital
New Jersey
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
Baystate Wealth Management
Massachusetts
$46K -$15.2K -171 -25%
GWM
52
Geneos Wealth Management
Colorado
$35K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$33K – – –
BAMG
54
Brand Asset Management Group
Missouri
$25K -$6.13K -69 -19%
Citigroup
55
Citigroup
New York
$21K – – –
ADL
56
Asset Dedication LLC
California
$15K +$15.5K +174 New
RFA
57
Reilly Financial Advisors
California
$4K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2K – – –
William Blair & Company
59
William Blair & Company
Illinois
$2K – – –
AF
60
Advisornet Financial
Minnesota
$1K – – –
HighTower Advisors
61
HighTower Advisors
Illinois
– -$551K -6,473 Closed
Truist Financial
62
Truist Financial
North Carolina
– -$388K -4,541 Closed
OPS
63
Orion Portfolio Solutions
Nebraska
– -$27K -316 Closed
TRCT
64
Tower Research Capital (TRC)
New York
– -$12K -145 Closed
FHA
65
Flagship Harbor Advisors
Massachusetts
– -$10K -120 Closed
APA
66
American Portfolios Advisors
New York
– -$2.9K -34 Closed
1 2
3

VTWV Hedge Fund Activity: Q3 2020 in Review

61 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q3 2020, worth a combined $83.6M — up 8.7% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VTWV positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $2.02M. The largest seller was JP Morgan Chase, cutting an estimated $4.04M.

  • 61 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $83.6M of Vanguard Russell 2000 Value ETF stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 7 funds opened new Vanguard Russell 2000 Value ETF positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q3 2020 was Miracle Mile Advisors, an estimated $2.02M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q3 2020 was JP Morgan Chase, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2020.