Vanguard Russell 2000 Value ETF
VTWV
134 hedge funds and large institutions have $325M invested in Vanguard Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
6% more funds holding
Funds holding: 127 → 134 (+7)
1.88% more ownership
Funds ownership: 44.24% → 46.12% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 43
8% less capital invested
Capital invested by funds: $355M → $325M (-$30M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFWA
LBJ Family Wealth Advisors
Austin,
Texas
|
+$17.4M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$6.55M |
| 3 |
AFS
AFG Fiduciary Services
Hingham,
Massachusetts
|
+$5.83M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.21M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$12.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.64M |
| 4 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
-$4.25M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.55M |
VTWV Hedge Fund Activity: Q3 2022 in Review
134 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q3 2022, worth a combined $325M — down 8.5% from $355M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VTWV positions and 10 closed out — a net gain of 7 holders — while 43 added to existing stakes and 43 trimmed.
The largest buyer was LBJ Family Wealth Advisors, adding an estimated $17.4M. The largest seller was Sargent Bickham Lagudis, cutting an estimated $12.3M.
- 134 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q3 2022, up from 127 in Q2 2022.
- Funds reported $325M of Vanguard Russell 2000 Value ETF stock for Q3 2022, down 8.5% quarter-over-quarter.
- 17 funds opened new Vanguard Russell 2000 Value ETF positions in Q3 2022 and 10 closed out, a net change of +7 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q3 2022 was LBJ Family Wealth Advisors, an estimated $17.4M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q3 2022 was Sargent Bickham Lagudis, an estimated $12.3M sold.
Based on aggregated 13F filings for Q3 2022.