Vanguard Russell 2000 Value ETF
VTWV
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, 60 increasing their positions, 53 reducing their positions, and 15 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 53
0.13% less ownership
Funds ownership: 43.65% → 43.52% (-0.13%)
3% less funds holding
Funds holding: 163 → 158 (-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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$3.22M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.51M |
| 3 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$1.83M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.73M |
| 5 |
GCM
Gibraltar Capital Management
Tulsa,
Oklahoma
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Carl Stuart Investment Advisor
Austin,
Texas
|
-$7.89M |
| 2 |
PW
Potentia Wealth
San Jose,
California
|
-$3.61M |
| 3 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
-$3.47M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.71M |
| 5 |
MECA
Miller Equity Capital Advisors
Irving,
Texas
|
-$1.63M |
VTWV Hedge Fund Activity: Q1 2025 in Review
158 of the 7,472 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 60 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.