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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 %
BCM
76
BluePointe Capital Management
California
$488K 3,627 – –
Neuberger Berman Group
77
Neuberger Berman Group
New York
$475K 3,543 – –
TVAMP
78
Tennessee Valley Asset Management Partners
Tennessee
$472K 3,518 +3,518 New
VF
79
Vawter Financial
Ohio
$448K 3,345 -600 -15%
Mariner
80
Mariner
Kansas
$439K 3,278 – –
NA
81
NewEdge Advisors
Louisiana
$435K 3,245 – –
MML Investors Services
82
MML Investors Services
Massachusetts
$432K 3,219 +280 +10%
SW
83
SVB Wealth
Massachusetts
$428K 3,192 -3,492 -52%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$409K 3,052 +152 +5%
KPWS
85
Kestra Private Wealth Services
Texas
$402K 3,000 – –
VW
86
Vance Wealth
California
$395K 2,944 +132 +5%
SCM
87
Stordahl Capital Management
Colorado
$392K 2,925 -11 -0.4%
KWAG
88
Kiely Wealth Advisory Group
North Carolina
$387K 2,788 -13 -0.5%
OMC
89
Old Mission Capital
Illinois
$377K 2,813 +2,813 New
VPWA
90
Vestia Personal Wealth Advisors
Indiana
$344K 2,563 +2,563 New
FWP
91
FAS Wealth Partners
Kansas
$343K 2,556 – –
CWM
92
Cornerstone Wealth Management
Missouri
$340K 2,534 +107 +4%
CRC
93
Curi RMB Capital
Illinois
$339K 2,528 – –
Lido Advisors
94
Lido Advisors
California
$327K 2,425 -111 -4%
Prudential Financial
95
Prudential Financial
New Jersey
$309K 2,307 +70 +3%
PGA
96
Portland Global Advisors
Maine
$282K 2,100 – –
AAS
97
Avantax Advisory Services
Texas
$270K 2,012 -14 -0.7%
BPA
98
Beacon Pointe Advisors
California
$259K 1,933 -644 -25%
FT
99
Fiduciary Trust
Massachusetts
$243K 1,810 -1,800 -50%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$241K 1,800 +225 +14%
2 3
4
5 6