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Vanguard Russell 2000 Value ETF

15 hedge funds and large institutions have $22.8M invested in Vanguard Russell 2000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more funds holding

Funds holding: 1515 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

14% less capital invested

Capital invested by funds: $26.4M → $22.8M (-$3.6M)

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change

VTWV Hedge Fund Activity: Q3 2014 in Review

15 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q3 2014, worth a combined $22.8M — down 14% from $26.4M a quarter earlier.

Fund positioning in VTWV was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $327K. The largest seller was Morgan Stanley, cutting an estimated $2.11M.

  • 15 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $22.8M of Vanguard Russell 2000 Value ETF stock for Q3 2014, down 14% quarter-over-quarter.
  • 2 funds opened new Vanguard Russell 2000 Value ETF positions in Q3 2014 and 2 closed out, a net change of 0 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q3 2014 was Envestnet Asset Management, an estimated $327K added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q3 2014 was Morgan Stanley, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2014.