We are live on ! Find out more
VTWV icon

Vanguard Russell 2000 Value ETF

20 hedge funds and large institutions have $24.6M invested in Vanguard Russell 2000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

54% more capital invested

Capital invested by funds: $16M → $24.6M (+$8.57M)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$4.74M +$4.88M +59,400 New
Morgan Stanley
2
Morgan Stanley
New York
$3.5M -$955K -11,630 -21%
LPL Financial
3
LPL Financial
California
$2.7M +$1.35M +16,427 +91%
Wells Fargo
4
Wells Fargo
California
$2.64M +$65.8K +801 +2%
Franklin Resources
5
Franklin Resources
California
$2.19M +$2.26M +27,515 New
CAN
6
Cetera Advisor Networks
California
$1.89M +$108K +1,317 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.43M +$13.8K +168 +0.9%
Bank of America
8
Bank of America
North Carolina
$1.35M +$1.23M +14,953 +764%
UBS Group
9
UBS Group
Switzerland
$1.33M +$1.15M +14,048 +535%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$953K -$7.14K -87 -0.7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$501K +$99.1K +1,207 +24%
FT
12
Fiduciary Trust
Massachusetts
$487K +$501K +6,100 New
SCG
13
Sonata Capital Group
Washington
$279K
CG
14
Colony Group
Massachusetts
$270K +$278K +3,385 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$146K -$108K -1,313 -42%
PCP
16
Proficio Capital Partners
Massachusetts
$93K +$95.2K +1,160 New
AIG
17
American International Group
New York
$68K
IA
18
IFP Advisors
Florida
$14K +$14.1K +172 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$3K
Jane Street
20
Jane Street
New York
-$579K -7,422 Closed
VF
21
Virtu Financial
New York
-$561K -7,193 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$349K -4,469 Closed
WCM
23
Wealthcare Capital Management
Virginia
-$337K -4,326 Closed
B
24
Bailard
California
-$264K -3,379 Closed
LFA
25
Landmark Financial Advisors
Kentucky
-$203K -2,300 Closed