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Vanguard Russell 2000 Value ETF
VTWV

129 hedge funds and large institutions have $449M invested in Vanguard Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

8% more funds holding

Funds holding: 119 → 129 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.71% less ownership

Funds ownership: 45.05% → 44.34% (-0.71%)

4% less capital invested

Capital invested by funds: $468M → $449M (-$19.2M)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
44
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.3M
2
SBL
Sargent Bickham Lagudis
Colorado
+$11.9M
3
TRCT
Tower Research Capital (TRC)
New York
+$3.13M
4
FTUS
Flow Traders U.S.
New York
+$2.42M
5
Morgan Stanley
Morgan Stanley
New York
+$2.28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$30.1M
2
UBS Group
UBS Group
Switzerland
-$5.82M
3
Barclays
Barclays
United Kingdom
-$5.66M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.52M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.2M +$395K +2,830 +50%
Stifel Financial
52
Stifel Financial
Missouri
$1.15M -$28.6K -205 -2%
TFA
53
Tobias Financial Advisors
Florida
$1.13M +$1.12M +7,995 New
CAN
54
Cetera Advisor Networks
California
$1.08M +$174K +1,249 +19%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$109K +783 +12%
TDWM
56
Topel & Distasi Wealth Management
California
$1.01M – – –
5L
57
55I LLC
Massachusetts
$976K +$965K +6,914 New
FIM
58
Freedom Investment Management
Connecticut
$864K +$25.4K +182 +3%
SPC
59
Sigma Planning Corp
Michigan
$854K +$977 +7 +0.1%
BBNA
60
Bremer Bank National Association
Minnesota
$791K – – –
Truist Financial
61
Truist Financial
North Carolina
$772K +$388K +2,782 +104%
WIA
62
World Investment Advisors
California
$740K +$837 +6 +0.1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$719K +$56K +401 +8%
SCM
64
Stordahl Capital Management
Colorado
$692K -$116K -833 -15%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$589K -$47.6K -341 -8%
AWS
66
Atria Wealth Solutions
New York
$583K +$576K +4,129 New
CFGS
67
Concourse Financial Group Securities
Alabama
$582K +$63.1K +452 +12%
PGA
68
Portland Global Advisors
Maine
$562K – – –
ZF
69
Zhang Financial
Michigan
$548K +$6K +43 +1%
IA
70
Integrity Advisory
Kansas
$545K +$539K +3,859 New
IP
71
Ignite Planners
California
$536K -$8.51K -61 -2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$532K +$390K +2,795 +321%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$506K +$500K +3,585 New
FF
74
FourThought Financial
Florida
$488K +$482K +3,456 New
VAS
75
Vestmark Advisory Solutions
Massachusetts
$484K +$478K +3,426 New
1 2
3
4 5

VTWV Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2022, worth a combined $449M — down 4.1% from $468M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VTWV positions and 14 closed out — a net gain of 12 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $16.3M. The largest seller was Ameriprise, cutting an estimated $30.1M.

  • 129 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2022, up from 119 in Q4 2021.
  • Funds reported $449M of Vanguard Russell 2000 Value ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 26 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2022 and 14 closed out, a net change of +12 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q1 2022 was Bank of America, an estimated $16.3M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q1 2022 was Ameriprise, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2022.