Vanguard Russell 2000 Value ETF
VTWV
134 hedge funds and large institutions have $385M invested in Vanguard Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 10 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 40
12% more capital invested
Capital invested by funds: $345M → $385M (+$40.6M)
5.23% more ownership
Funds ownership: 43.06% → 48.28% (+5.2%)
1% less funds holding
Funds holding: 136 → 134 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.2M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$32.5M |
| 3 |
Morgan Stanley
New York
|
+$21.4M |
| 4 |
JP Morgan Chase
New York
|
+$4.77M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.94M |
| 3 |
Cerity Partners
New York
|
-$3.72M |
| 4 |
SFG
Sterling Financial Group
Pasadena,
California
|
-$3.46M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.02M |
VTWV Hedge Fund Activity: Q2 2023 in Review
134 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q2 2023, worth a combined $385M — up 12% from $345M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of VTWV and 9 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 51 added.
The largest buyer was Envestnet Asset Management, adding an estimated $33.2M. The largest seller was Ameriprise, cutting an estimated $53.6M.
- 134 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q2 2023, down from 136 in Q1 2023.
- Funds reported $385M of Vanguard Russell 2000 Value ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 9 funds opened new Vanguard Russell 2000 Value ETF positions in Q2 2023 and 10 closed out, a net change of -1 holder.
- The largest Vanguard Russell 2000 Value ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $33.2M added.
- The largest Vanguard Russell 2000 Value ETF seller in Q2 2023 was Ameriprise, an estimated $53.6M sold.
Based on aggregated 13F filings for Q2 2023.