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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

147 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
47
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$5.15M
3
Bank of America
3
Bank of America
North Carolina
$65.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.03M
5
VCM
5
Virtue Capital Management
Tennessee
$11.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$23M
2
CB
2
Commerce Bank
Missouri
$1.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$914K
4
PAG
4
Private Advisor Group
New Jersey
$1.31M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
PGA
101
Portland Global Advisors
Maine
$287K 2,100 -1,879 -47%
SFA
102
Sequoia Financial Advisors
Ohio
$243K 1,782 +13 +0.7%
FWTB
103
First Western Trust Bank
Colorado
$237K 1,738 -3 -0.2%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$232K 1,700 – –
ITIM
105
Indiana Trust & Investment Management
Indiana
$228K 1,670 – –
TPWA
106
TRUE Private Wealth Advisors
Oregon
$225K 1,650 +1,650 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$218K 1,599 -2,888 -64%
PWM
108
Perigon Wealth Management
California
$217K 1,586 +1,586 New
GM
109
Granger Management
New York
$214K 1,570 +1,570 New
SWA
110
Strategies Wealth Advisors
Michigan
$206K 1,505 +1,505 New
OP
111
ORG Partners
Indiana
$151K 1,106 +1,106 New
AIC
112
Archer Investment Corporation
Indiana
$139K 1,019 – –
BLC
113
Brown, Lisle/Cummings
Rhode Island
$130K 950 – –
CFD
114
Creative Financial Designs
Indiana
$113K 825 – –
AF
115
Allworth Financial
California
$104K 765 – –
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$97.2K 715 – –
First Manhattan
117
First Manhattan
New York
$95.6K 700 -500 -42%
BWM
118
Baystate Wealth Management
Massachusetts
$76.2K 558 +4 +0.7%
HI
119
Harbour Investments
Wisconsin
$66.1K 484 +484 New
CAL
120
Capital Advisors Ltd
Ohio
$50K 369 – –
GRP
121
Global Retirement Partners
California
$46.3K 358 +2 +0.6%
GG
122
Gleason Group
Kentucky
$39.2K 287 +2 +0.7%
GT
123
Glenmede Trust
Pennsylvania
$32.5K 238 -290 -55%
ME
124
McIlrath & Eck
Washington
$26.8K 196 – –
BMC
125
Bear Mountain Capital
Washington
$24.3K 188 +188 New
3 4
5
6 7