Vanguard Russell 2000 Value ETF
VTWV
81 hedge funds and large institutions have $163M invested in Vanguard Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 2
95% more capital invested
Capital invested by funds: $83.6M → $163M (+$79.4M)
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
33% more funds holding
Funds holding: 61 → 81 (+20)
1.47% more ownership
Funds ownership: 28.94% → 30.42% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$12M |
| 2 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
+$6.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.72M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.53M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$2.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.46M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$363K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$257K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $3K | +$104 | +1 | +4% |
|
77
William Blair & Company
Chicago,
Illinois
| $2K | – | – | – |
|
78
First Manhattan
New York
| $2K | +$2.59K | +25 | New |
|
|
AF
79
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$1.46M | -16,705 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$33K | -382 | Closed |
|
|
FGAM
82
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$311 | +3 | New |
|
VTWV Hedge Fund Activity: Q4 2020 in Review
81 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q4 2020, worth a combined $163M — up 95% from $83.6M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VTWV positions and 2 closed out — a net gain of 20 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was CMC Financial Group, opening a new position worth an estimated $12M. The largest seller was Relaxing Retirement Coach, cutting an estimated $2.17M.
- 81 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q4 2020, up from 61 in Q3 2020.
- Funds reported $163M of Vanguard Russell 2000 Value ETF stock for Q4 2020, up 95% quarter-over-quarter.
- 22 funds opened new Vanguard Russell 2000 Value ETF positions in Q4 2020 and 2 closed out, a net change of +20 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q4 2020 was CMC Financial Group, an estimated $12M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q4 2020 was Relaxing Retirement Coach, an estimated $2.17M sold.
Based on aggregated 13F filings for Q4 2020.