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Vanguard Russell 2000 Value ETF
VTWV
VTWV
148 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, 45 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $312M → $403M (+$91.3M)
6.89% more ownership
Funds ownership: 42.08% → 48.97% (+6.9%)
2% more funds holding
Funds holding: 145 → 148 (+3)
4% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 45
Holders
148
Holders Change
+3
Holders Change %
+2.07%
% 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
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$42.5M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$4.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
| 4 |
JP Morgan Chase
New York
|
+$2.73M |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$2.32M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.73M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$2.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.24M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.11M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Citadel Advisors
Miami,
Florida
| – | -$689K | -5,773 | Closed |
|
|
SIA
152
Stegner Investment Associates
Louisville,
Kentucky
| – | -$424K | -3,550 | Closed |
|
|
IP
153
Ignite Planners
San Clemente,
California
| – | -$338K | -2,921 | Closed |
|
|
WCM
154
Wealthcare Capital Management
Richmond,
Virginia
| – | -$324K | -2,713 | Closed |
|
|
FTUS
155
Flow Traders U.S.
New York
| – | -$311K | -2,606 | Closed |
|
|
FCBT
156
First Citizens Bank & Trust
Raleigh,
North Carolina
| – | -$268K | -2,241 | Closed |
|
|
MA
157
MCF Advisors
Covington,
Kentucky
| – | -$12.1K | -101 | Closed |
|
158
Creative Planning
Overland Park,
Kansas
| – | -$5.97K | -50 | Closed |
|