Vanguard Russell 2000 Value ETF
VTWV
144 hedge funds and large institutions have $363M invested in Vanguard Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
84% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 31
12% more capital invested
Capital invested by funds: $325M → $363M (+$38M)
7% more funds holding
Funds holding: 134 → 144 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.92% less ownership
Funds ownership: 46.12% → 45.2% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$6.11M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.16M |
| 3 |
Cerity Partners
New York
|
+$3.12M |
| 4 |
Morgan Stanley
New York
|
+$1.83M |
| 5 |
Jane Street
New York
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFWA
LBJ Family Wealth Advisors
Austin,
Texas
|
-$16.9M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.63M |
| 4 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
-$2.74M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.06M |
VTWV Hedge Fund Activity: Q4 2022 in Review
144 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q4 2022, worth a combined $363M — up 12% from $325M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new VTWV positions and 12 closed out — a net gain of 14 holders — while 57 added to existing stakes and 31 trimmed.
The largest buyer was Virtue Capital Management, adding an estimated $6.11M. The largest seller was LBJ Family Wealth Advisors, cutting an estimated $16.9M.
- 144 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q4 2022, up from 134 in Q3 2022.
- Funds reported $363M of Vanguard Russell 2000 Value ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 26 funds opened new Vanguard Russell 2000 Value ETF positions in Q4 2022 and 12 closed out, a net change of +14 holders.
- The largest Vanguard Russell 2000 Value ETF buyer in Q4 2022 was Virtue Capital Management, an estimated $6.11M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q4 2022 was LBJ Family Wealth Advisors, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2022.