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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

142 hedge funds and large institutions have $305M invested in Vanguard Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
51
Closed
16
Calls
$268K
Puts
$67K
Net Calls
+$201K
Net Calls Change
+$201K

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$20.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.24M
3
CA
3
Clearstead Advisors
Ohio
$1.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M
5
IFWM
5
Institute for Wealth Management
Colorado
$2.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.9M
2
Ameriprise
2
Ameriprise
Minnesota
$14.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.7M
4
GS
4
GTS Securities
New York
$0
5
RCIM
5
Red Cedar Investment Management
Michigan
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
TDWM
51
Topel & Distasi Wealth Management
California
$960K 7,164 – –
FFP
52
FourThought Financial Partners
Florida
$909K 6,784 +447 +7%
SPC
53
Sigma Planning Corp
Michigan
$875K 6,530 +1 +0%
1WM
54
1900 Wealth Management
Texas
$822K 6,130 -1,371 -18%
RC
55
Roundview Capital
New Jersey
$820K 6,114 -65 -1%
FIM
56
Freedom Investment Management
Connecticut
$807K 6,022 -68 -1%
FTUS
57
Flow Traders U.S.
New York
$796K 5,938 -5,809 -49%
BBNA
58
Bremer Bank National Association
Minnesota
$751K 5,605 – –
Jane Street
59
Jane Street
New York
$709K 5,289 +3,471 +191%
Osaic Holdings
60
Osaic Holdings
Arizona
$651K 4,851 -244 -5%
Citadel Advisors
61
Citadel Advisors
Florida
$635K 4,740 +4,740 New
OC
62
Oppenheimer & Co
New York
$633K 4,718 +295 +7%
Corient Private Wealth
63
Corient Private Wealth
Florida
$625K 4,660 -13 -0.3%
PL
64
Plancorp LLC
Missouri
$621K 4,633 -3,618 -44%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$612K 4,563 -735 -14%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$609K 4,543 +1,394 +44%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$601K 4,481 -91 -2%
MAM
68
McLean Asset Management
Virginia
$598K 4,453 -452 -9%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$590K 4,246 -566 -12%
AFG
70
Allegheny Financial Group
Pennsylvania
$590K 4,402 +709 +19%
AWS
71
Atria Wealth Solutions
New York
$569K 4,229 +91 +2%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$563K 4,197 +217 +5%
MGIA
73
Moneta Group Investment Advisors
Missouri
$559K 4,167 -74 -2%
Truist Financial
74
Truist Financial
North Carolina
$546K 4,070 -378 -8%
MFG
75
MidWestOne Financial Group
Iowa
$524K 3,906 +287 +8%
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3
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