VTWV icon

Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

147 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
47
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$5.15M
3
Bank of America
3
Bank of America
North Carolina
$65.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.03M
5
VCM
5
Virtue Capital Management
Tennessee
$11.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$23M
2
CB
2
Commerce Bank
Missouri
$1.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$914K
4
PAG
4
Private Advisor Group
New Jersey
$1.31M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$1.2M -$1.13M -8,254 -48%
PL
52
Plancorp LLC
Missouri
$1.15M – – –
Two Sigma Investments
53
Two Sigma Investments
New York
$1.11M +$710K +5,200 +179%
TFA
54
Tobias Financial Advisors
Florida
$1.05M – – –
FCAM
55
First Citizens Asset Management
North Carolina
$1.05M -$11.1K -81 -1%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.01M -$183K -1,338 -15%
OA
57
Operose Advisors
Wisconsin
$1.01M – – –
TDWM
58
Topel & Distasi Wealth Management
California
$978K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$976K +$19.9K +146 +2%
Osaic Holdings
60
Osaic Holdings
Arizona
$914K -$2.51M -18,387 -73%
SW
61
SVB Wealth
Massachusetts
$913K +$456K +3,342 +100%
FFP
62
FourThought Financial Partners
Florida
$878K – – –
AMCA
63
Arthur M. Cohen & Associates
Illinois
$857K – – –
RC
64
Roundview Capital
New Jersey
$844K -$547K -4,003 -39%
FIM
65
Freedom Investment Management
Connecticut
$844K +$89.5K +655 +12%
BBNA
66
Bremer Bank National Association
Minnesota
$766K – – –
AWS
67
Atria Wealth Solutions
New York
$746K -$308K -2,253 -29%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$707K -$70.3K -515 -9%
AFG
69
Allegheny Financial Group
Pennsylvania
$698K +$261K +1,914 +60%
KWAG
70
Kiely Wealth Advisory Group
North Carolina
$617K +$617K +4,626 New
MAM
71
McLean Asset Management
Virginia
$614K +$173K +1,308 +39%
Truist Financial
72
Truist Financial
North Carolina
$606K +$69K +505 +13%
OC
73
Oppenheimer & Co
New York
$591K +$28.3K +207 +5%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$571K – – –
ASN
75
Advisory Services Network
Georgia
$565K +$565K +4,137 New
1 2
3
4 5