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Vanguard Russell 2000 Value ETF

21 hedge funds and large institutions have $24.8M invested in Vanguard Russell 2000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more funds holding

Funds holding: 1921 (+2)

12% less capital invested

Capital invested by funds: $28.2M → $24.8M (-$3.45M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.95M -$1.62M -18,514 -19%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.75M -$3.12M -35,748 -46%
Wells Fargo
3
Wells Fargo
California
$2.62M -$2.17M -24,858 -46%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.79M +$1.14M +13,106 +193%
CAN
5
Cetera Advisor Networks
California
$1.76M +$114K +1,307 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.57M +$10.4K +119 +0.7%
LPL Financial
7
LPL Financial
California
$1.36M +$240K +2,748 +22%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$992K +$160K +1,828 +20%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$781K +$97.6K +1,118 +15%
VF
10
Virtu Financial
New York
$499K +$487K +5,581 New
Jane Street
11
Jane Street
New York
$498K +$484K +5,543 New
WCM
12
Wealthcare Capital Management
Virginia
$389K
UBS Group
13
UBS Group
Switzerland
$336K +$175K +2,005 +116%
CL
14
Choreo LLC
Illinois
$327K +$318K +3,640 New
SCG
15
Sonata Capital Group
Washington
$314K
Citadel Advisors
16
Citadel Advisors
Florida
$305K +$297K +3,406 New
BSW
17
Buckingham Strategic Wealth
Missouri
$236K +$230K +2,630 New
LFA
18
Landmark Financial Advisors
Kentucky
$207K
Bank of America
19
Bank of America
North Carolina
$85K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$9K +$8.47K +97 New
CC
21
Cassaday & Co
Virginia
-$721K -8,192 Closed
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$20K -230 Closed
M
23
MOTCO
Texas
-$13K -150 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$3K -29 Closed

VTWV Hedge Fund Activity: Q1 2015 in Review

21 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2015, worth a combined $24.8M — down 12% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VTWV positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.14M. The largest seller was Susquehanna International Group, cutting an estimated $3.12M.

  • 21 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2015, up from 19 in Q4 2014.
  • Funds reported $24.8M of Vanguard Russell 2000 Value ETF stock for Q1 2015, down 12% quarter-over-quarter.
  • 6 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2015 and 4 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q1 2015 was Royal Bank of Canada, an estimated $1.14M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q1 2015 was Susquehanna International Group, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2015.