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Vanguard Russell 1000 Value ETF

571 hedge funds and large institutions have $14.3B invested in Vanguard Russell 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 212 increasing their positions, 162 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 37

52% more capital invested

Capital invested by funds: $9.4B → $14.3B (+$4.93B)

31% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 162

23.12% more ownership

Funds ownership: 65.49%88.62% (+23%)

6% more funds holding

Funds holding: 538571 (+33)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
7.03%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.34%
New
77
Increased
212
Reduced
162
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.94B +$2.75B +28,657,725 +1,080%
LPL Financial
2
LPL Financial
California
$2.45B +$1.42B +14,733,438 +129%
Bank of America
3
Bank of America
North Carolina
$2.16B -$194M -2,019,282 -8%
UBS AM
4
UBS AM
Illinois
$618M +$506M +5,262,552 +395%
TCIIS
5
TIAA-CREF Individual & Institutional Services
New York
$542M +$556M +5,784,848 New
Morgan Stanley
6
Morgan Stanley
New York
$539M +$21.2M +220,606 +4%
Creative Planning
7
Creative Planning
Kansas
$280M +$280M +2,915,374 +3,945%
Goldman Sachs
8
Goldman Sachs
New York
$222M -$30.3M -315,190 -12%
PF
9
Phoenix Financial
Israel
$221M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$210M +$41.7M +433,821 +24%
OCA
11
OpenArc Corporate Advisory
Georgia
$171M +$33.6M +349,070 +24%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$161M +$5.79M +60,226 +4%
Wells Fargo
13
Wells Fargo
California
$147M +$16M +166,899 +12%
Raymond James Financial
14
Raymond James Financial
Florida
$145M +$1.28M +13,283 +0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$140M +$4.57M +47,589 +3%
EH
16
Equitable Holdings
New York
$139M +$6.46M +67,226 +8%
Truist Financial
17
Truist Financial
North Carolina
$128M -$8.75M -91,010 -6%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$112M -$1.78M -18,511 -2%
Ameriprise
19
Ameriprise
Minnesota
$110M +$32.3M +335,780 +40%
AWA
20
Aaron Wealth Advisors
Illinois
$102M +$20.2M +210,367 +24%
Citigroup
21
Citigroup
New York
$97.9M -$3.01M -31,356 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$90.4M -$1.77M -18,453 -2%
GSIS
23
Global Strategic Investment Solutions
Arizona
$85.9M +$1.29M +13,401 +1%
WFA
24
WestHill Financial Advisors
California
$70.3M -$162K -1,690 -0.2%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$67.9M -$4.55M -47,334 -6%