Vanguard Russell 2000 Value ETF
VTWV
96 hedge funds and large institutions have $222M invested in Vanguard Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more capital invested
Capital invested by funds: $163M → $222M (+$59.1M)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
19% more funds holding
Funds holding: 81 → 96 (+15)
3.04% less ownership
Funds ownership: 30.42% → 27.38% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$33M |
| 2 |
Morgan Stanley
New York
|
+$8.03M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.62M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.29M |
| 5 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$13.4M |
| 2 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$7.96M |
| 3 |
JP Morgan Chase
New York
|
-$5.77M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.32M |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
-$3.39M |
VTWV Hedge Fund Activity: Q1 2021 in Review
96 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2021, worth a combined $222M — up 36% from $163M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VTWV positions and 11 closed out — a net gain of 16 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $33M. The largest seller was CMC Financial Group, exiting entirely with an estimated $13.4M sold.
- 96 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2021, up from 81 in Q4 2020.
- Funds reported $222M of Vanguard Russell 2000 Value ETF stock for Q1 2021, up 36% quarter-over-quarter.
- 27 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2021 and 11 closed out, a net change of +16 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q1 2021 was Bank of America, an estimated $33M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q1 2021 was CMC Financial Group, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2021.