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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 %
CWM
101
Cornerstone Wealth Management
Missouri
$224K +$224K +1,856 New
FWTB
102
First Western Trust Bank
Colorado
$219K -$90.4K -750 -29%
SFA
103
Sequoia Financial Advisors
Ohio
$211K +$843 +7 +0.4%
MAM
104
McLean Asset Management
Virginia
$210K -$111K -924 -35%
SWA
105
Strategies Wealth Advisors
Michigan
$205K -$2.41K -20 -1%
First Manhattan
106
First Manhattan
New York
$145K -$17.5K -145 -11%
AIC
107
Archer Investment Corporation
Indiana
$123K – – –
BLC
108
Brown, Lisle/Cummings
Rhode Island
$114K – – –
CFD
109
Creative Financial Designs
Indiana
$99.4K – – –
AF
110
Allworth Financial
California
$92.2K – – –
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$85.8K – – –
CIA
112
Choate Investment Advisors
Massachusetts
$83.7K – – –
BWM
113
Baystate Wealth Management
Massachusetts
$66K +$362 +3 +0.6%
GT
114
Glenmede Trust
Pennsylvania
$63.6K – – –
CAL
115
Capital Advisors Ltd
Ohio
$44K – – –
GRP
116
Global Retirement Partners
California
$40.4K -$12.5K -109 -24%
William Blair & Company
117
William Blair & Company
Illinois
$36.8K – – –
GG
118
Gleason Group
Kentucky
$34K +$121 +1 +0.4%
ME
119
McIlrath & Eck
Washington
$23.6K +$603 +5 +3%
ADL
120
Asset Dedication LLC
California
$21K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$13.1K -$2.77K -23 -17%
SS
122
Sunbelt Securities
Texas
$11.8K +$11.8K +100 New
SSB
123
Sandy Spring Bank
Maryland
$9.26K – – –
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$8.92K -$4.22K -35 -32%
ASN
125
Advisory Services Network
Georgia
$8.27K -$24.3K -203 -75%
2 3 4
5
6