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Vanguard Russell 2000 Value ETF
VTWV
VTWV
105 hedge funds and large institutions have $421M invested in Vanguard Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
90% more capital invested
Capital invested by funds: $222M → $421M (+$199M)
78% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 23
11.31% more ownership
Funds ownership: 27.38% → 38.69% (+11%)
8% more funds holding
Funds holding: 97 → 105 (+8)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
41
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.85M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.12M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$826K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$543K |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$502K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $14K | +$14.5K | +100 | New |
|
|
FA
102
Faithward Advisors
Lancaster,
Pennsylvania
| $7K | – | – | – |
|
|
RFA
103
Reilly Financial Advisors
La Mesa,
California
| $7K | – | – | – |
|
|
APA
104
American Portfolios Advisors
Holbrook,
New York
| $2.33K | +$2.31K | +16 | New |
|
|
AF
105
Advisornet Financial
Minnetonka,
Minnesota
| $2K | – | – | – |
|
|
OPS
106
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$543K | -3,883 | Closed |
|
|
NA
107
NewEdge Advisors
New Orleans,
Louisiana
| – | -$439K | -3,142 | Closed |
|
|
WANY
108
Wealthspire Advisors (New York)
New York
| – | -$405K | -2,900 | Closed |
|
|
CB
109
Cadence Bank
Tupelo,
Mississippi
| – | -$363K | -2,600 | Closed |
|
|
SFP
110
Sandbox Financial Partners
Bethesda,
Maryland
| – | -$289K | -2,041 | Closed |
|
|
WCM
111
Wealthcare Capital Management
Richmond,
Virginia
| – | -$62K | -447 | Closed |
|
|
BAMG
112
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$31K | -222 | Closed |
|