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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

145 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, 58 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
58
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$7.83M
2
MWM
2
Moran Wealth Management
Florida
$5.06M
3
SFG
3
Sterling Financial Group
California
$3.46M
4
Ameriprise
4
Ameriprise
Minnesota
$81.6M
5
Cerity Partners
5
Cerity Partners
New York
$3.06M

Top Sellers

1
LFWA
1
LBJ Family Wealth Advisors
Texas
$772K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$539K
4
CAM
4
Crestone Asset Management
Colorado
$13.6M
5
ACP
5
Aveo Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$81.6M 669,839 +25,491 +4%
Bank of America
2
Bank of America
North Carolina
$57.7M 474,163 +12,502 +3%
CAM
3
Crestone Asset Management
Colorado
$13.6M 111,735 -22,118 -17%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M 105,188 +14,736 +16%
BFA
5
Bragg Financial Advisors
North Carolina
$11.2M 92,317 -1,331 -1%
UBS Group
6
UBS Group
Switzerland
$7.93M 65,110 +3,165 +5%
VCM
7
Virtue Capital Management
Tennessee
$7.83M 64,327 +49,293 +328%
LPL Financial
8
LPL Financial
California
$7.46M 61,265 +11,218 +22%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$6.42M 52,723 +1,978 +4%
SC
10
Savant Capital
Illinois
$6.24M 51,284 -408 -0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.73M 47,020 +3,233 +7%
WFA
12
WestHill Financial Advisors
California
$5.6M 46,003 -182 -0.4%
MWM
13
Moran Wealth Management
Florida
$5.06M 41,567 +41,567 New
Goldman Sachs
14
Goldman Sachs
New York
$5.02M 41,204 +10,386 +34%
RCIM
15
Red Cedar Investment Management
Michigan
$4.99M 40,976 +447 +1%
KAS
16
Kestra Advisory Services
Texas
$4.4M 36,100 -465 -1%
Wells Fargo
17
Wells Fargo
California
$4.11M 33,782 +8,722 +35%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$3.9M 32,012 – –
MMA
19
Miracle Mile Advisors
California
$3.88M 31,881 +581 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.61M 29,613 -4,539 -13%
SFG
21
Sterling Financial Group
California
$3.46M 28,430 +28,430 New
HighTower Advisors
22
HighTower Advisors
Illinois
$3.46M 28,418 +4,063 +17%
SAM
23
Silvercrest Asset Management
New York
$3.22M 26,465 +1,110 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.17M 26,036 +6,419 +33%
Franklin Resources
25
Franklin Resources
California
$3.16M 25,988 – –
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