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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

147 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
47
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.5M
2
RWP
2
RWA Wealth Partners
Massachusetts
$5.15M
3
Bank of America
3
Bank of America
North Carolina
$65.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.03M
5
VCM
5
Virtue Capital Management
Tennessee
$11.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$23M
2
CB
2
Commerce Bank
Missouri
$1.41M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$914K
4
PAG
4
Private Advisor Group
New Jersey
$1.31M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$380K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.5M 633,422 +348,389 +122%
Bank of America
2
Bank of America
North Carolina
$65.8M 482,107 +34,676 +8%
Ameriprise
3
Ameriprise
Minnesota
$23M 168,361 -22,423 -12%
CAM
4
Crestone Asset Management
Colorado
$17.2M 125,943 +12,798 +11%
BFA
5
Bragg Financial Advisors
North Carolina
$12.2M 89,284 -1,606 -2%
VCM
6
Virtue Capital Management
Tennessee
$11.5M 87,163 +19,005 +28%
LPL Financial
7
LPL Financial
California
$10.9M 79,625 +946 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.03M 66,146 +22,417 +51%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$8.98M 65,738 +1,568 +2%
CWM
10
Congress Wealth Management
Massachusetts
$7.62M 55,757 -60 -0.1%
SC
11
Savant Capital
Illinois
$7.32M 53,569 -9,572 -15%
WFA
12
WestHill Financial Advisors
California
$6.98M 51,087 +709 +1%
UBS Group
13
UBS Group
Switzerland
$5.74M 42,026 -5,384 -11%
Goldman Sachs
14
Goldman Sachs
New York
$5.32M 38,956 -10,096 -21%
RCIM
15
Red Cedar Investment Management
Michigan
$5.23M 38,275 +230 +0.6%
RWP
16
RWA Wealth Partners
Massachusetts
$5.15M 37,733 +37,733 New
KAS
17
Kestra Advisory Services
Texas
$4.86M 35,584 -207 -0.6%
Wells Fargo
18
Wells Fargo
California
$4.65M 34,066 -1,031 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.61M 33,759 +12,694 +60%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.78M 27,659 +2,473 +10%
Franklin Resources
21
Franklin Resources
California
$3.45M 25,283 -60 -0.2%
BC
22
Bartlett & Co
Ohio
$3.09M 22,205 – –
BCWM
23
Bartlett & Co Wealth Management
Ohio
$3.08M 22,205 – –
JE
24
JMAC Enterprises
Pennsylvania
$2.98M 21,855 -24 -0.1%
CWC
25
Carolinas Wealth Consulting
North Carolina
$2.97M 21,717 +1,005 +5%
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