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Vanguard Russell 2000 Value ETF
VTWV

Overview Fund Activity

142 hedge funds and large institutions have $305M invested in Vanguard Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
51
Closed
16
Calls
$268K
Puts
$67K
Net Calls
+$201K
Net Calls Change
+$201K

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$20.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.24M
3
CA
3
Clearstead Advisors
Ohio
$1.72M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.44M
5
IFWM
5
Institute for Wealth Management
Colorado
$2.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.9M
2
CAM
2
Crestone Asset Management
Colorado
$0
3
Ameriprise
3
Ameriprise
Minnesota
$14.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.7M
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$63.9M 476,966 -3,507 -0.7%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$20.5M 152,898 +152,898 New
Morgan Stanley
3
Morgan Stanley
New York
$15.9M 118,942 -163,145 -58%
Ameriprise
4
Ameriprise
Minnesota
$14.3M 106,547 -40,684 -28%
BFA
5
Bragg Financial Advisors
North Carolina
$11.9M 88,777 -36 -0%
LPL Financial
6
LPL Financial
California
$11.6M 86,519 +4,710 +6%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$10.9M 81,037 +4,592 +6%
VCM
8
Virtue Capital Management
Tennessee
$9.19M 61,719 -268 -0.4%
CWM
9
Congress Wealth Management
Massachusetts
$7.53M 56,168 -13 -0%
WFA
10
WestHill Financial Advisors
California
$7.16M 53,417 +164 +0.3%
SC
11
Savant Capital
Illinois
$6.99M 52,110 -1,211 -2%
UBS Group
12
UBS Group
Switzerland
$5.05M 37,696 -2,730 -7%
RWP
13
RWA Wealth Partners
Massachusetts
$4.97M 37,085 -952 -3%
KAS
14
Kestra Advisory Services
Texas
$4.74M 35,348 +108 +0.3%
Goldman Sachs
15
Goldman Sachs
New York
$4.34M 32,397 -5,635 -15%
RCIM
16
Red Cedar Investment Management
Michigan
$3.78M 28,202 -9,422 -25%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.7M 27,619 -28,683 -51%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.54M 26,414 +2,212 +9%
Franklin Resources
19
Franklin Resources
California
$3.39M 25,283 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.24M 24,185 +14,546 +151%
JE
21
JMAC Enterprises
Pennsylvania
$3.11M 23,177 +407 +2%
Wells Fargo
22
Wells Fargo
California
$3.04M 22,688 -1,214 -5%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.01M 22,484 -2,728 -11%
CWC
24
Carolinas Wealth Consulting
North Carolina
$2.94M 21,855 -559 -2%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$2.92M 21,655 – –
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