Vanguard Russell 2000 Value ETF
VTWV
137 hedge funds and large institutions have $343M invested in Vanguard Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.15% less ownership
Funds ownership: 45.21% → 43.06% (-2.1%)
5% less capital invested
Capital invested by funds: $363M → $343M (-$19.7M)
6% less funds holding
Funds holding: 145 → 137 (-8)
18% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 50
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.17M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.92M |
| 3 |
Cerity Partners
New York
|
+$1.09M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$998K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$5.06M |
| 2 |
AFS
AFG Fiduciary Services
Hingham,
Massachusetts
|
-$4.81M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.21M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.9M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$3.18M |
VTWV Hedge Fund Activity: Q1 2023 in Review
137 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2023, worth a combined $343M — down 5.4% from $363M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of VTWV and 7 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 41 added.
The largest buyer was Citadel Advisors, adding an estimated $2.17M. The largest seller was Moran Wealth Management, exiting entirely with an estimated $5.06M sold.
- 137 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2023, down from 145 in Q4 2022.
- Funds reported $343M of Vanguard Russell 2000 Value ETF stock for Q1 2023, down 5.4% quarter-over-quarter.
- 7 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2023 and 13 closed out, a net change of -6 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q1 2023 was Citadel Advisors, an estimated $2.17M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q1 2023 was Moran Wealth Management, an estimated $5.06M sold.
Based on aggregated 13F filings for Q1 2023.