VTWV icon

Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in Vanguard Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$3.82M
4
UBS Group
4
UBS Group
Switzerland
$9.63M
5
CAM
5
Crestone Asset Management
Colorado
$16.3M

Top Sellers

1
CFG
1
CMC Financial Group
Georgia
$0
2
SW
2
Signify Wealth
Missouri
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$630K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAG
5
Compass Advisory Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$217K +$217K +1,556 New
FHA
77
First Horizon Advisors
Tennessee
$105K – – –
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$95K +$95K +681 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$94K +$28.9K +206 +44%
BWM
80
Baystate Wealth Management
Massachusetts
$74K +$281 +2 +0.4%
WCM
81
Wealthcare Capital Management
Virginia
$62K +$62K +447 New
GWM
82
Geneos Wealth Management
Colorado
$59K – – –
CAL
83
Capital Advisors Ltd
Ohio
$52K +$52K +369 New
Barclays
84
Barclays
United Kingdom
$39K +$39K +276 New
Citigroup
85
Citigroup
New York
$34K – – –
BAMG
86
Brand Asset Management Group
Missouri
$31K -$8.94K -64 -22%
ME
87
McIlrath & Eck
Washington
$26K +$26K +183 New
S
88
SignatureFD
Georgia
$15K +$8.57K +60 +133%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$14K +$10.7K +79 +329%
AWM
90
Avior Wealth Management
Nebraska
$14K +$14K +100 New
NFG
91
Next Financial Group
Texas
$14K +$14K +100 New
AF
92
Allworth Financial
California
$9K +$9K +67 New
RFA
93
Reilly Financial Advisors
California
$7K – – –
FA
94
Faithward Advisors
Pennsylvania
$7K +$7K +49 New
First Manhattan
95
First Manhattan
New York
$3K – – –
AF
96
Advisornet Financial
Minnesota
$2K – – –
FGAM
97
Financial Gravity Asset Management
Texas
$471 – – –
CFG
98
CMC Financial Group
Georgia
– -$13.4M -116,013 Closed
SW
99
Signify Wealth
Missouri
– -$7.96M -68,962 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$4.32M -37,382 Closed
1 2 3
4
5