Vanguard Russell 2000 Value ETF
VTWV
148 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, 45 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $312M → $403M (+$91.3M)
6.89% more ownership
Funds ownership: 42.08% → 48.97% (+6.9%)
2% more funds holding
Funds holding: 145 → 148 (+3)
4% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 45
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$42.5M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$4.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
| 4 |
JP Morgan Chase
New York
|
+$2.73M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$2.32M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.73M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$2.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.24M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.11M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$1.3M |
VTWV Hedge Fund Activity: Q4 2023 in Review
148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q4 2023, worth a combined $403M — up 29% from $312M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VTWV positions and 10 closed out — a net gain of 4 holders — while 47 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $42.5M. The largest seller was Ameriprise, cutting an estimated $2.73M.
- 148 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q4 2023, up from 145 in Q3 2023.
- Funds reported $403M of Vanguard Russell 2000 Value ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 14 funds opened new Vanguard Russell 2000 Value ETF positions in Q4 2023 and 10 closed out, a net change of +4 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $42.5M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q4 2023 was Ameriprise, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2023.