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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

81 hedge funds and large institutions have $163M invested in Vanguard Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+20
Holders Change %
+32.79%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
22
Increased
27
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFG
CMC Financial Group
Georgia
$13.4M
2
RCIM
Red Cedar Investment Management
Michigan
$7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.32M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.46M
5
Bank of America
Bank of America
North Carolina
$13.7M

Top Sellers

1
RRC
Relaxing Retirement Coach
Massachusetts
$2.42M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
PL
Plancorp LLC
Missouri
$1.71M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.23M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$363K – – –
IWA
52
IVC Wealth Advisors
Pennsylvania
$337K +$337K +2,917 New
Neuberger Berman Group
53
Neuberger Berman Group
New York
$315K +$315K +2,728 New
AMCA
54
Arthur M. Cohen & Associates
Illinois
$310K -$205K -1,776 -40%
RMA
55
Roffman Miller Associates
Pennsylvania
$309K +$1.96K +17 +0.6%
ACM
56
Arlington Capital Management
Illinois
$306K +$306K +2,646 New
FWP
57
FAS Wealth Partners
Kansas
$290K +$14.2K +123 +5%
WIA
58
World Investment Advisors
California
$289K +$289K +2,165 New
DC
59
Davenport & Co
Virginia
$287K – – –
B
60
Bailard
California
$263K +$263K +2,280 New
AAS
61
Avantax Advisory Services
Texas
$257K -$47.8K -414 -16%
HA
62
HC Advisors
Georgia
$256K +$256K +2,219 New
MAA
63
Mraz Amerine & Associates
California
$238K -$34.1K -295 -13%
CCA
64
Clearwater Capital Advisors
Illinois
$208K +$208K +1,800 New
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$204K +$204K +1,762 New
PFO
66
Pathstone Family Office
New Jersey
$110K +$694 +6 +0.6%
FHA
67
First Horizon Advisors
Tennessee
$87K – – –
BWM
68
Baystate Wealth Management
Massachusetts
$61K +$349 +3 +0.6%
GWM
69
Geneos Wealth Management
Colorado
$58K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$53K -$9.62K -84 -15%
BAMG
71
Brand Asset Management Group
Missouri
$33K -$231 -2 -0.7%
Citigroup
72
Citigroup
New York
$28K – – –
ADL
73
Asset Dedication LLC
California
$20K – – –
RFA
74
Reilly Financial Advisors
California
$6K – – –
S
75
SignatureFD
Georgia
$5K +$5K +45 New
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