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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

97 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.

Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.3M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$3.82M
4
UBS Group
4
UBS Group
Switzerland
$9.63M
5
CAM
5
Crestone Asset Management
Colorado
$16.3M

Top Sellers

1
CFG
1
CMC Financial Group
Georgia
$0
2
SW
2
Signify Wealth
Missouri
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$630K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAG
5
Compass Advisory Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.5M 368,314 +249,649 +210%
CAM
2
Crestone Asset Management
Colorado
$16.3M 116,886 +24,680 +27%
Morgan Stanley
3
Morgan Stanley
New York
$15.3M 109,386 +60,649 +124%
BFA
4
Bragg Financial Advisors
North Carolina
$12.9M 92,314 -1,514 -2%
UBS Group
5
UBS Group
Switzerland
$9.63M 68,862 +24,849 +56%
Wells Fargo
6
Wells Fargo
California
$8.85M 63,318 -30 -0%
RCIM
7
Red Cedar Investment Management
Michigan
$8.47M 60,565 – –
KAS
8
Kestra Advisory Services
Texas
$5.25M 37,540 +469 +1%
WFA
9
WestHill Financial Advisors
California
$5.2M 37,217 -4,244 -10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.58M 32,325 -2,141 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.01M 28,459 +23,646 +491%
SAM
12
Silvercrest Asset Management
New York
$4.01M 28,691 +1,630 +6%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$3.82M 27,315 +27,315 New
Franklin Resources
14
Franklin Resources
California
$3.67M 26,224 – –
BC
15
Bartlett & Co
Ohio
$3.39M 24,240 +24,240 New
BCWM
16
Bartlett & Co Wealth Management
Ohio
$3.39M 24,240 +24,240 New
MMA
17
Miracle Mile Advisors
California
$3.35M 23,954 +667 +3%
RRC
18
Relaxing Retirement Coach
Massachusetts
$3M 21,479 +494 +2%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$2.56M 18,318 +142 +0.8%
RA
20
Rodgers & Associates
Pennsylvania
$2.5M 17,866 -173 -1%
WDG
21
Wealth Dimensions Group
Ohio
$2.42M 17,314 -90 -0.5%
PAG
22
Private Advisor Group
New Jersey
$2.11M 15,080 -1,056 -7%
PL
23
Plancorp LLC
Missouri
$2.07M 14,836 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.05M 14,652 -23,953 -62%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2M 14,322 – –
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