VTWV icon

Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

136 hedge funds and large institutions have $343M invested in Vanguard Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
41
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.59M
2
Lido Advisors
2
Lido Advisors
California
$1.82M
3
Cerity Partners
3
Cerity Partners
New York
$4.07M
4
Bank of America
4
Bank of America
North Carolina
$58.1M
5
Ameriprise
5
Ameriprise
Minnesota
$82.4M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
AFS
2
AFG Fiduciary Services
Massachusetts
$828K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.68M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$0
5
VCM
5
Virtue Capital Management
Tennessee
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$82.4M 677,241 +7,402 +1%
Bank of America
2
Bank of America
North Carolina
$58.1M 482,016 +7,853 +2%
CAM
3
Crestone Asset Management
Colorado
$12.6M 104,197 -7,538 -7%
Morgan Stanley
4
Morgan Stanley
New York
$11.4M 94,507 -10,681 -10%
BFA
5
Bragg Financial Advisors
North Carolina
$11M 91,054 -1,263 -1%
LPL Financial
6
LPL Financial
California
$8.17M 67,786 +6,521 +11%
UBS Group
7
UBS Group
Switzerland
$7.58M 62,946 -2,164 -3%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$6.83M 56,640 +3,917 +7%
SC
9
Savant Capital
Illinois
$6.17M 51,197 -87 -0.2%
Goldman Sachs
10
Goldman Sachs
New York
$5.62M 46,618 +5,414 +13%
WFA
11
WestHill Financial Advisors
California
$5.53M 45,853 -150 -0.3%
RCIM
12
Red Cedar Investment Management
Michigan
$4.72M 39,169 -1,807 -4%
VCM
13
Virtue Capital Management
Tennessee
$4.5M 39,280 -25,047 -39%
KAS
14
Kestra Advisory Services
Texas
$4.34M 36,040 -60 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.28M 35,517 +5,904 +20%
Wells Fargo
16
Wells Fargo
California
$4.07M 33,749 -33 -0.1%
Cerity Partners
17
Cerity Partners
New York
$4.07M 33,740 +8,594 +34%
MMA
18
Miracle Mile Advisors
California
$3.84M 31,890 +9 +0%
SFG
19
Sterling Financial Group
California
$3.46M 28,430 – –
HighTower Advisors
20
HighTower Advisors
Illinois
$3.23M 26,760 -1,658 -6%
PAG
21
Private Advisor Group
New Jersey
$3.13M 26,002 +1,333 +5%
Franklin Resources
22
Franklin Resources
California
$3.13M 25,988 – –
SAM
23
Silvercrest Asset Management
New York
$2.98M 24,691 -1,774 -7%
BC
24
Bartlett & Co
Ohio
$2.86M 23,740 -130 -0.5%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$2.86M 23,740 -130 -0.5%
1
2 3 4 5