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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

134 hedge funds and large institutions have $385M invested in Vanguard Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
52
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.3M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$33.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.29M
5
VCM
5
Virtue Capital Management
Tennessee
$8.41M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28M
2
Bank of America
2
Bank of America
North Carolina
$54.5M
3
Cerity Partners
3
Cerity Partners
New York
$301K
4
SFG
4
Sterling Financial Group
California
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.14M 9,209 +201 +2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$1.09M 8,799 +161 +2%
PL
53
Plancorp LLC
Missouri
$1.04M 8,448 +22 +0.3%
Stifel Financial
54
Stifel Financial
Missouri
$1.02M 8,279 +21 +0.3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.01M 8,176 -86 -1%
AWS
56
Atria Wealth Solutions
New York
$997K 8,065 +74 +0.9%
FCAM
57
First Citizens Asset Management
North Carolina
$969K 7,840 +7,840 New
TFA
58
Tobias Financial Advisors
Florida
$969K 7,836 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$939K 7,592 -6,344 -46%
TDWM
60
Topel & Distasi Wealth Management
California
$886K 7,164 – –
MI
61
Mercer Investments
Massachusetts
$878K 7,104 +30 +0.4%
IFWM
62
Institute for Wealth Management
Colorado
$854K 6,909 +6,909 New
FFP
63
FourThought Financial Partners
Florida
$795K 6,426 +1,975 +44%
AMCA
64
Arthur M. Cohen & Associates
Illinois
$777K 6,264 -205 -3%
SPC
65
Sigma Planning Corp
Michigan
$761K 6,151 -31 -0.5%
PFBT
66
Parkside Financial Bank & Trust
Missouri
$757K 6,119 +975 +19%
FIM
67
Freedom Investment Management
Connecticut
$697K 5,635 +20 +0.4%
BBNA
68
Bremer Bank National Association
Minnesota
$693K 5,605 – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$676K 5,468 -1,584 -22%
VW
70
Vance Wealth
California
$625K 5,057 +168 +3%
HA
71
HC Advisors
Georgia
$594K 4,803 +9 +0.2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$555K 4,491 -1,248 -22%
VF
73
Vawter Financial
Ohio
$538K 4,350 – –
Lido Advisors
74
Lido Advisors
California
$526K 4,256 -10,850 -72%
Truist Financial
75
Truist Financial
North Carolina
$516K 4,170 -2,571 -38%
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