We are live on ! Find out more
VTWV icon

Vanguard Russell 2000 Value ETF

61 hedge funds and large institutions have $76.9M invested in Vanguard Russell 2000 Value ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $53.8M → $76.9M (+$23M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 5861 (+3)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

4.18% less ownership

Funds ownership: 28.31%24.14% (-4.2%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.45M -$4.28M -53,691 -35%
JP Morgan Chase
2
JP Morgan Chase
New York
$8.06M +$7.53M +94,551 New
BFA
3
Bragg Financial Advisors
North Carolina
$7.24M +$3.19M +39,992 +89%
CAM
4
Crestone Asset Management
Colorado
$6.54M +$5.35M +67,148 +700%
Wells Fargo
5
Wells Fargo
California
$5.17M +$1.92M +24,150 +66%
Morgan Stanley
6
Morgan Stanley
New York
$4.41M +$26.2K +329 +0.6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.22M +$2.93M +36,803 New
UBS Group
8
UBS Group
Switzerland
$2.93M +$172K +2,157 +7%
RRC
9
Relaxing Retirement Coach
Massachusetts
$2.09M -$736K -9,242 -27%
Franklin Resources
10
Franklin Resources
California
$1.97M -$144K -1,810 -7%
PL
11
Plancorp LLC
Missouri
$1.93M +$147K +1,841 +9%
SAM
12
Silvercrest Asset Management
New York
$1.48M +$162K +2,033 +13%
PAG
13
Private Advisor Group
New Jersey
$1.46M -$121K -1,516 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.44M -$1.92M -24,094 -59%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.4M -$83.3K -1,045 -6%
RJA
16
Raymond James & Associates
Florida
$1.34M +$15.9K +200 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.3M -$702K -8,809 -37%
RC
18
Roundview Capital
New Jersey
$1.27M +$1.19M +14,960 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.25M +$95.9K +1,203 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.23M -$894K -11,225 -44%
Citadel Advisors
21
Citadel Advisors
Florida
$1.13M +$1.05M +13,197 New
MECA
22
Miller Equity Capital Advisors
Texas
$1.11M -$11.2K -140 -1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$952K +$890K +11,166 New
LPL Financial
24
LPL Financial
California
$924K +$1.12K +14 +0.1%
FIM
25
Freedom Investment Management
Connecticut
$791K -$252K -3,167 -25%