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Vanguard Russell 2000 Value ETF

158 hedge funds and large institutions have $325M invested in Vanguard Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 53

0.13% less ownership

Funds ownership: 43.65%43.52% (-0.13%)

3% less funds holding

Funds holding: 163158 (-5)

9% less capital invested

Capital invested by funds: $358M → $325M (-$32.8M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
61
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.7M -$2.71M -19,056 -4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23M +$1.39M +9,750 +6%
Morgan Stanley
3
Morgan Stanley
New York
$17.6M +$439K +3,083 +2%
LPL Financial
4
LPL Financial
California
$14.8M +$713K +5,009 +5%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$12.3M +$777K +5,458 +6%
Ameriprise
6
Ameriprise
Minnesota
$11.3M -$827K -5,809 -6%
BFA
7
Bragg Financial Advisors
North Carolina
$11.3M -$5.98K -42 -0%
VCM
8
Virtue Capital Management
Tennessee
$7.84M -$505K -3,547 -6%
WFA
9
WestHill Financial Advisors
California
$7.6M +$251K +1,766 +3%
CWM
10
Congress Wealth Management
Massachusetts
$7.21M -$149K -1,047 -2%
FAC
11
Financial Advisory Corporation
Michigan
$7.16M -$435K -3,054 -5%
SC
12
Savant Capital
Illinois
$6.72M -$76.6K -538 -1%
IFWM
13
Institute for Wealth Management
Colorado
$5.85M +$3.22M +22,652 +106%
RWP
14
RWA Wealth Partners
Massachusetts
$4.9M +$108K +761 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.81M +$847K +5,948 +20%
KAS
16
Kestra Advisory Services
Texas
$4.64M +$55.2K +388 +1%
UBS Group
17
UBS Group
Switzerland
$3.89M -$868K -6,097 -17%
Raymond James Financial
18
Raymond James Financial
Florida
$3.63M +$652K +4,580 +20%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.59M +$399K +2,800 +12%
Goldman Sachs
20
Goldman Sachs
New York
$3.56M +$15.8K +111 +0.4%
Franklin Resources
21
Franklin Resources
California
$3.33M
JP Morgan Chase
22
JP Morgan Chase
New York
$3.28M -$482K -3,390 -12%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.2M +$1.23M +8,628 +56%
SAM
24
Silvercrest Asset Management
New York
$2.96M -$104K -729 -3%
Wells Fargo
25
Wells Fargo
California
$2.94M -$468K -3,291 -13%

VTWV Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Value ETF (VTWV) for Q1 2025, worth a combined $325M — down 9.2% from $358M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VTWV and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 61 added.

The largest buyer was Institute for Wealth Management, adding an estimated $3.22M. The largest seller was Carl Stuart Investment Advisor, exiting entirely with an estimated $7.89M sold.

  • 158 institutional investors held Vanguard Russell 2000 Value ETF (VTWV) as of Q1 2025, down from 163 in Q4 2024.
  • Funds reported $325M of Vanguard Russell 2000 Value ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 12 funds opened new Vanguard Russell 2000 Value ETF positions in Q1 2025 and 15 closed out, a net change of -3 holders.
  • The largest Vanguard Russell 2000 Value ETF buyer in Q1 2025 was Institute for Wealth Management, an estimated $3.22M added.
  • The largest Vanguard Russell 2000 Value ETF seller in Q1 2025 was Carl Stuart Investment Advisor, an estimated $7.89M sold.

Based on aggregated 13F filings for Q1 2025.