Vanguard Russell 2000 Value ETF
VTWV
48 hedge funds and large institutions have $45.7M invested in Vanguard Russell 2000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
33% more funds holding
Funds holding: 36 → 48 (+12)
13% more capital invested
Capital invested by funds: $40.4M → $45.7M (+$5.35M)
2.82% more ownership
Funds ownership: 21.76% → 24.58% (+2.8%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.81M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.68M |
| 3 |
Jane Street
New York
|
+$1.63M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$1.26M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$941K |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$586K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$270K |
| 4 |
LFA
Landmark Financial Advisors
Bowling Green,
Kentucky
|
-$225K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$208K |
VTWV Hedge Fund Activity: Q1 2018 in Review
48 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2018, worth a combined $45.7M — up 13% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VTWV positions and 4 closed out — a net gain of 12 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $1.81M. The largest seller was Relaxing Retirement Coach, cutting an estimated $941K.
- 48 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2018, up from 36 in Q4 2017.
- Funds reported $45.7M of Vanguard Russell 2000 Value ETF stock for Q1 2018, up 13% quarter-over-quarter.
- 16 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2018 and 4 closed out, a net change of +12 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q1 2018 was Freedom Investment Management, an estimated $1.81M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q1 2018 was Relaxing Retirement Coach, an estimated $941K sold.
Based on aggregated 13F filings for Q1 2018.