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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

136 hedge funds and large institutions have $343M invested in Vanguard Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
41
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.59M
2
Lido Advisors
2
Lido Advisors
California
$1.82M
3
Cerity Partners
3
Cerity Partners
New York
$4.07M
4
Bank of America
4
Bank of America
North Carolina
$58.1M
5
Ameriprise
5
Ameriprise
Minnesota
$82.4M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
AFS
2
AFG Fiduciary Services
Massachusetts
$828K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.68M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$0
5
VCM
5
Virtue Capital Management
Tennessee
$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
76
Portland Global Advisors
Maine
$479K – – –
RJFSA
77
Raymond James Financial Services Advisors
Florida
$450K -$602 -5 -0.1%
FT
78
Fiduciary Trust
Massachusetts
$435K – – –
SIA
79
Stegner Investment Associates
Kentucky
$431K -$78.3K -659 -15%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$421K – – –
IP
81
Ignite Planners
California
$419K -$23.7K -200 -5%
Mariner
82
Mariner
Kansas
$413K +$41.2K +342 +11%
SW
83
SVB Wealth
Massachusetts
$403K -$24.2K -201 -6%
SCM
84
Stordahl Capital Management
Colorado
$387K -$3.25K -27 -0.8%
NA
85
NewEdge Advisors
Louisiana
$379K – – –
AF
86
Advisornet Financial
Minnesota
$373K +$2.89K +24 +0.8%
AFG
87
Allegheny Financial Group
Pennsylvania
$369K +$39.2K +325 +12%
CFG
88
Carr Financial Group
Massachusetts
$327K -$13.9K -115 -4%
BPA
89
Beacon Pointe Advisors
California
$326K -$5.3K -44 -2%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$325K +$51K +423 +19%
AAS
91
Avantax Advisory Services
Texas
$324K -$602 -5 -0.2%
MML Investors Services
92
MML Investors Services
Massachusetts
$323K -$42K -348 -12%
B
93
Bailard
California
$321K +$42.2K +350 +15%
KPWS
94
Kestra Private Wealth Services
Texas
$313K – – –
CRC
95
Curi RMB Capital
Illinois
$311K +$311K +2,580 New
ZF
96
Zhang Financial
Michigan
$286K – – –
FWP
97
FAS Wealth Partners
Kansas
$283K +$844 +7 +0.3%
MGIA
98
Moneta Group Investment Advisors
Missouri
$281K +$65.4K +543 +30%
OC
99
Oppenheimer & Co
New York
$276K -$12.1K -100 -4%
WCM
100
Wealthcare Capital Management
Virginia
$265K +$265K +2,200 New
2 3
4
5 6