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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in Vanguard Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$3.82M
4
UBS Group
4
UBS Group
Switzerland
$9.63M
5
CAM
5
Crestone Asset Management
Colorado
$16.3M

Top Sellers

1
CFG
1
CMC Financial Group
Georgia
$0
2
SW
2
Signify Wealth
Missouri
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$630K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAG
5
Compass Advisory Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
51
Portland Global Advisors
Maine
$556K – – –
OPS
52
Orion Portfolio Solutions
Nebraska
$543K +$543K +3,883 New
ZF
53
Zhang Financial
Michigan
$535K +$535K +3,827 New
CAN
54
Cetera Advisor Networks
California
$507K +$18.6K +133 +4%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$450K +$68.5K +490 +18%
NA
56
NewEdge Advisors
Louisiana
$439K – – –
BA
57
Bridgewater Advisors
New York
$435K +$435K +3,142 New
CFGS
58
Concourse Financial Group Securities
Alabama
$423K -$41.1K -294 -9%
WANY
59
Wealthspire Advisors (New York)
New York
$405K +$405K +2,900 New
CAC
60
Certified Advisory Corp
Florida
$389K +$389K +2,784 New
BAM
61
Berkshire Asset Management
Pennsylvania
$384K +$384K +2,750 New
RMA
62
Roffman Miller Associates
Pennsylvania
$374K – – –
CB
63
Cadence Bank
Mississippi
$363K +$363K +2,600 New
ACM
64
Arlington Capital Management
Illinois
$359K -$10.9K -78 -3%
FWP
65
FAS Wealth Partners
Kansas
$351K +$419 +3 +0.1%
DC
66
Davenport & Co
Virginia
$348K – – –
WIA
67
World Investment Advisors
California
$348K +$42K +297 +14%
HA
68
HC Advisors
Georgia
$310K – – –
B
69
Bailard
California
$296K -$23.1K -165 -7%
MML Investors Services
70
MML Investors Services
Massachusetts
$292K +$292K +2,088 New
SFP
71
Sandbox Financial Partners
Maryland
$289K +$289K +2,041 New
AMCA
72
Arthur M. Cohen & Associates
Illinois
$287K -$89.2K -637 -24%
MAA
73
Mraz Amerine & Associates
California
$284K -$3.78K -27 -1%
BRWM
74
B. Riley Wealth Management
Tennessee
$237K +$237K +1,694 New
CCA
75
Clearwater Capital Advisors
Illinois
$220K -$31.7K -227 -13%
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