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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

309 hedge funds and large institutions have $4.3B invested in Vanguard Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+29
Holders Change %
+10.36%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.42%
New
60
Increased
119
Reduced
76
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$66.9M
2
UBS Group
2
UBS Group
Switzerland
$148M
3
Morgan Stanley
3
Morgan Stanley
New York
$222M
4
VCA
4
Verdence Capital Advisors
Maryland
$33.3M
5
Cerity Partners
5
Cerity Partners
New York
$17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
RA
2
RFG Advisory
Alabama
$481K
3
NYLIM
3
New York Life Investment Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$36.6M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
226
Veritable
Delaware
$264K – – –
NHC
227
Nicholas Hoffman & Company
Georgia
$263K +$67 +1 +0%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$262K -$328K -4,924 -56%
BCM
229
Brookstone Capital Management
Illinois
$261K – – –
WCP
230
Wick Capital Partners
Pennsylvania
$260K +$260K +3,900 New
TP
231
Tranquility Partners
Tennessee
$255K +$255K +3,828 New
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$248K +$248K +3,727 New
GC
233
Garde Capital
Washington
$245K +$245K +3,674 New
SFS
234
Strategic Financial Services
New York
$243K +$243K +3,650 New
SMWM
235
Silvia McColl Wealth Management
California
$242K +$242K +3,630 New
DWT
236
Dorsey & Whitney Trust
South Dakota
$241K +$241K +3,614 New
ECM
237
Evergreen Capital Management
Washington
$237K – – –
AC
238
Anson Capital
Georgia
$231K +$231K +3,471 New
SAM
239
SignalPoint Asset Management
Missouri
$227K +$227K +3,412 New
NAM
240
NTV Asset Management
West Virginia
$226K – – –
RA
241
Rodgers & Associates
Pennsylvania
$225K -$5.06K -76 -2%
AC
242
Avant Capital
Louisiana
$222K -$16.5K -248 -7%
BJL
243
Brighton Jones LLC
Washington
$222K +$222K +3,330 New
WSFS
244
Wilmington Savings Fund Society
Delaware
$221K -$17.4K -261 -7%
SCM
245
Shelton Capital Management
Colorado
$214K -$76.6K -1,150 -26%
DFG
246
Delta Financial Group
New Jersey
$212K +$212K +3,183 New
NFC
247
Northeast Financial Consultants
Connecticut
$203K +$203K +3,054 New
LA
248
Latitude Advisors
Florida
$203K +$203K +3,050 New
CFG
249
Compton Financial Group
Maryland
$201K +$201K +3,018 New
MCC
250
Money Concepts Capital
Florida
$166K +$166K +2,493 New
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10
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