We are live on ! Find out more
VTWV icon

Vanguard Russell 2000 Value ETF

36 hedge funds and large institutions have $39.6M invested in Vanguard Russell 2000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $36.2M → $39.6M (+$3.35M)

6% more funds holding

Funds holding: 3436 (+2)

1.98% more ownership

Funds ownership: 19.78%21.76% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.91M +$430K +3,969 +6%
RRC
2
Relaxing Retirement Coach
Massachusetts
$5.26M +$5.2M +47,976 New
SCM
3
Stordahl Capital Management
Colorado
$3.81M +$3.77M +34,779 New
Franklin Resources
4
Franklin Resources
California
$2.8M -$12.5K -115 -0.4%
Bank of America
5
Bank of America
North Carolina
$2.67M +$210K +1,941 +9%
UBS Group
6
UBS Group
Switzerland
$2.63M -$1.02M -9,407 -28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.93M +$27.9K +257 +1%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.68M +$43.2K +398 +3%
LPL Financial
9
LPL Financial
California
$1.59M -$339K -3,122 -18%
Wells Fargo
10
Wells Fargo
California
$1.25M +$59.7K +551 +5%
BFA
11
Bragg Financial Advisors
North Carolina
$1.23M +$1.21M +11,185 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.2M -$85.7K -790 -7%
FT
13
Fiduciary Trust
Massachusetts
$668K
Brown Advisory
14
Brown Advisory
Maryland
$586K -$23.4K -216 -4%
ASN
15
Advisory Services Network
Georgia
$510K
HighTower Advisors
16
HighTower Advisors
Illinois
$483K -$19K -175 -4%
B
17
Bailard
California
$464K -$38.6K -356 -8%
FTS
18
Fifth Third Securities
Ohio
$417K -$17.2K -159 -4%
AG
19
Advisor Group
Arizona
$379K +$39K +360 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$374K -$34.2K -315 -8%
MML Investors Services
21
MML Investors Services
Massachusetts
$272K +$269K +2,485 New
VF
22
Virtu Financial
New York
$253K -$356K -3,286 -59%
SCG
23
Sonata Capital Group
Washington
$241K
LFA
24
Landmark Financial Advisors
Kentucky
$225K
GWA
25
Guidant Wealth Advisors
Illinois
$159K +$9.32K +86 +6%

VTWV Hedge Fund Activity: Q4 2017 in Review

36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q4 2017, worth a combined $39.6M — up 9.2% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VTWV positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Bragg Financial Advisors, opening a new position worth an estimated $1.21M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.91M sold.

  • 36 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q4 2017, up from 34 in Q3 2017.
  • Funds reported $39.6M of Vanguard Russell 2000 Value ETF stock for Q4 2017, up 9.2% quarter-over-quarter.
  • 8 funds opened new Vanguard Russell 2000 Value ETF positions in Q4 2017 and 5 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q4 2017 was Bragg Financial Advisors, an estimated $1.21M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q4 2017 was Susquehanna International Group, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2017.