Vanguard Russell 2000 Value ETF
VTWV
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.
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: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.88M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$2.26M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.23M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$955K |
| 2 |
Jane Street
New York
|
-$579K |
| 3 |
VF
Virtu Financial
New York
|
-$561K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$349K |
| 5 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$337K |
VTWV Hedge Fund Activity: Q4 2015 in Review
20 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q4 2015, worth a combined $24.6M — up 54% from $16M a quarter earlier.
Fund positioning in VTWV was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $4.88M. The largest seller was Morgan Stanley, cutting an estimated $955K.
- 20 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $24.6M of Vanguard Russell 2000 Value ETF stock for Q4 2015, up 54% quarter-over-quarter.
- 6 funds opened new Vanguard Russell 2000 Value ETF positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q4 2015 was JP Morgan Private Wealth Advisors, an estimated $4.88M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q4 2015 was Morgan Stanley, an estimated $955K sold.
Based on aggregated 13F filings for Q4 2015.