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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

59 hedge funds and large institutions have $74.5M invested in Vanguard Russell 2000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
22
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Cassaday & Co
Virginia
$15.3M
2
Wells Fargo
2
Wells Fargo
California
$5.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.5M
4
Bank of America
4
Bank of America
North Carolina
$3.37M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.93M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
IIC
4
Integrated Investment Consultants
Michigan
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Cassaday & Co
Virginia
$15.3M 163,945 +163,945 New
Morgan Stanley
2
Morgan Stanley
New York
$10.5M 112,675 +47,682 +73%
Wells Fargo
3
Wells Fargo
California
$5.71M 61,203 +49,176 +409%
RRC
4
Relaxing Retirement Coach
Massachusetts
$4.35M 46,586 +12,625 +37%
SCM
5
Stordahl Capital Management
Colorado
$3.55M 38,022 -33 -0.1%
Bank of America
6
Bank of America
North Carolina
$3.37M 36,139 +21,186 +142%
PAG
7
Private Advisor Group
New Jersey
$3.26M 34,899 +2,029 +6%
Franklin Resources
8
Franklin Resources
California
$2.39M 25,605 – –
UBS Group
9
UBS Group
Switzerland
$2.35M 25,155 +2,470 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.27M 24,286 +7,086 +41%
BFA
11
Bragg Financial Advisors
North Carolina
$2.03M 21,778 +7,388 +51%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.93M 20,702 +20,702 New
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$1.74M 18,632 +18,632 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.65M 17,708 +8,852 +100%
LPL Financial
15
LPL Financial
California
$1.27M 13,572 -739 -5%
FIM
16
Freedom Investment Management
Connecticut
$1.19M 12,747 -1,209 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.02M 10,972 -9 -0.1%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.01M 10,801 +331 +3%
Brown Advisory
19
Brown Advisory
Maryland
$745K 7,977 +7,977 New
Stifel Financial
20
Stifel Financial
Missouri
$707K 7,579 – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$683K 7,316 +302 +4%
SAM
22
Silvercrest Asset Management
New York
$678K 7,265 +7,265 New
B
23
Bailard
California
$630K 6,757 +3,768 +126%
FTS
24
Fifth Third Securities
Ohio
$580K 6,224 +528 +9%
FT
25
Fiduciary Trust
Massachusetts
$569K 6,100 – –
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