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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.

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$23M
2
CB
Commerce Bank
Missouri
$1.41M
3
Osaic Holdings
Osaic Holdings
Arizona
$914K
4
PAG
Private Advisor Group
New Jersey
$1.31M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$24K – – –
Simplex Trading
127
Simplex Trading
Illinois
$24K +$24K +182 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$15.3K +$11.3K +83 +286%
AC
129
AlphaCore Capital
California
$15.2K -$41K -300 -73%
SS
130
Sunbelt Securities
Texas
$13.7K – – –
ACA
131
Aptus Capital Advisors
Alabama
$13.7K – – –
SSB
132
Sandy Spring Bank
Maryland
$10.7K – – –
EAM
133
Eukles Asset Management
Ohio
$10.7K – – –
SVCP
134
Silicon Valley Capital Partners
California
$7.43K – – –
RCM
135
Robinson Capital Management
Michigan
$6.85K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$6.42K -$72K -527 -92%
SL
137
Salomon & Ludwin
Virginia
$6.09K – – –
BTI
138
Blue Trust Inc
Georgia
$6K – – –
TVAMP
139
Tennessee Valley Asset Management Partners
Tennessee
$5.95K +$5.95K +44 New
NS
140
NBC Securities
Alabama
$4K – – –
GWM
141
Geneos Wealth Management
Colorado
$2.73K – – –
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$2.05K -$4.37K -32 -68%
SPIA
143
Steward Partners Investment Advisory
New York
$1.78K – – –
FGAM
144
Financial Gravity Asset Management
Texas
$755 +$377 +3 +100%
EWM
145
Evermay Wealth Management
Virginia
$151 – – –
CSWG
146
Cardinal Strategic Wealth Guidance
Kentucky
$137 – – –
FCA
147
FinTrust Capital Advisors
South Carolina
$7 – – –
MI
148
Mercer Investments
Massachusetts
– -$854K -7,151 Closed
SPC
149
Sigma Planning Corp
Michigan
– -$739K -6,192 Closed
Citadel Advisors
150
Citadel Advisors
Florida
– -$689K -5,773 Closed
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