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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$239K – – –
Bank of New York Mellon
102
Bank of New York Mellon
New York
$239K +$10.7K +80 +5%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$237K +$22.7K +169 +11%
FWTB
104
First Western Trust Bank
Colorado
$233K – – –
EFA
105
Evernest Financial Advisors
Indiana
$228K – – –
ITIM
106
Indiana Trust & Investment Management
Indiana
$224K – – –
Comerica Bank
107
Comerica Bank
Texas
$213K -$106K -794 -33%
B
108
Bailard
California
$204K -$160K -1,192 -44%
SWA
109
Strategies Wealth Advisors
Michigan
$202K – – –
OP
110
ORG Partners
Indiana
$148K +$148K +1,114 New
HI
111
Harbour Investments
Wisconsin
$146K -$64.9K -484 -31%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$140K +$140K +1,046 New
AIC
113
Archer Investment Corporation
Indiana
$139K +$2.55K +19 +2%
BLC
114
Brown, Lisle/Cummings
Rhode Island
$127K – – –
AF
115
Allworth Financial
California
$111K – – –
CFD
116
Creative Financial Designs
Indiana
$111K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$106K +$106K +790 New
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$100K +$100K +746 New
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$92.9K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$62.2K +$62.2K +464 New
GRP
121
Global Retirement Partners
California
$48.2K – – –
GG
122
Gleason Group
Kentucky
$38.6K – – –
GT
123
Glenmede Trust
Pennsylvania
$31.9K – – –
BMC
124
Bear Mountain Capital
Washington
$26.5K – – –
ME
125
McIlrath & Eck
Washington
$26.3K – – –
3 4
5
6 7