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Vanguard Russell 2000 Value ETF
VTWV
VTWV
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
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more capital invested
Capital invested by funds: $163M → $222M (+$59.1M)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
20% more funds holding
Funds holding: 81 → 97 (+16)
3.04% less ownership
Funds ownership: 30.42% → 27.38% (-3%)
Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.7%
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
Charlotte,
North Carolina
|
+$33M |
| 2 |
Morgan Stanley
New York
|
+$8.03M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.62M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.29M |
| 5 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
+$3.27M |
Top Sellers
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$13.4M |
| 2 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$7.96M |
| 3 |
JP Morgan Chase
New York
|
-$5.77M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.32M |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
-$3.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAG
101
Compass Advisory Group
Melville,
New York
| – | -$3.39M | -29,361 | Closed |
|
|
EE
102
EWG Elevate
Roseville,
California
| – | -$1.16M | -10,025 | Closed |
|
103
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.14M | -9,896 | Closed |
|
|
FTUS
104
Flow Traders U.S.
New York
| – | -$741K | -6,418 | Closed |
|
|
PFO
105
Pathstone Family Office
Englewood,
New Jersey
| – | -$110K | -951 | Closed |
|
|
ADL
106
Asset Dedication LLC
San Francisco,
California
| – | -$20K | -174 | Closed |
|
107
William Blair & Company
Chicago,
Illinois
| – | -$2K | -20 | Closed |
|