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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

146 hedge funds and large institutions have $352M invested in Vanguard Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
17
Increased
43
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.38M
2
CAM
2
Crestone Asset Management
Colorado
$20.9M
3
GS
3
GTS Securities
New York
$1.7M
4
FTUS
4
Flow Traders U.S.
New York
$1.64M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$10.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$943K
3
VCM
3
Virtue Capital Management
Tennessee
$8.25M
4
Ameriprise
4
Ameriprise
Minnesota
$20.6M
5
CSIA
5
Carl Stuart Investment Advisor
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67.2M 480,473 -1,634 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$39.4M 282,087 -351,335 -55%
CAM
3
Crestone Asset Management
Colorado
$20.9M 149,807 +23,864 +19%
Ameriprise
4
Ameriprise
Minnesota
$20.6M 147,231 -21,130 -13%
BFA
5
Bragg Financial Advisors
North Carolina
$12.4M 88,813 -471 -0.5%
LPL Financial
6
LPL Financial
California
$11.4M 81,809 +2,184 +3%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$10.7M 76,445 +10,707 +16%
VCM
8
Virtue Capital Management
Tennessee
$8.25M 61,987 -25,176 -29%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$7.87M 56,302 -9,844 -15%
CWM
10
Congress Wealth Management
Massachusetts
$7.86M 56,181 +424 +0.8%
SC
11
Savant Capital
Illinois
$7.46M 53,321 -248 -0.5%
WFA
12
WestHill Financial Advisors
California
$7.45M 53,253 +2,166 +4%
UBS Group
13
UBS Group
Switzerland
$5.65M 40,426 -1,600 -4%
RWP
14
RWA Wealth Partners
Massachusetts
$5.32M 38,037 +304 +0.8%
Goldman Sachs
15
Goldman Sachs
New York
$5.32M 38,032 -924 -2%
RCIM
16
Red Cedar Investment Management
Michigan
$5.26M 37,624 -651 -2%
KAS
17
Kestra Advisory Services
Texas
$4.93M 35,240 -344 -1%
Franklin Resources
18
Franklin Resources
California
$3.54M 25,283 – –
HighTower Advisors
19
HighTower Advisors
Illinois
$3.52M 25,212 -2,447 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.38M 24,202 +24,202 New
Wells Fargo
21
Wells Fargo
California
$3.34M 23,902 -10,164 -30%
JE
22
JMAC Enterprises
Pennsylvania
$3.18M 22,770 +915 +4%
CWC
23
Carolinas Wealth Consulting
North Carolina
$3.13M 22,414 +697 +3%
CAN
24
Cetera Advisor Networks
California
$3.07M 21,941 +2,587 +13%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$3.03M 21,655 -550 -2%
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