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Vanguard Russell 1000 Value ETF

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGG
226
Financial Guidance Group
Florida
$296K
IWC
227
Integrated Wealth Concepts
Massachusetts
$295K +$286K +4,261 New
BWCS
228
Beirne Wealth Consulting Services
Connecticut
$294K
SS
229
Simplicity Solutions
Minnesota
$293K -$1.55M -23,047 -85%
BFG
230
Bleakley Financial Group
New Jersey
$293K +$38.3K +570 +16%
JWM
231
JFG Wealth Management
Colorado
$289K
WOSD
232
WFA of San Diego
California
$288K +$279K +4,162 New
WWM
233
Western Wealth Management
Colorado
$280K +$271K +4,043 New
V
234
Veritable
Delaware
$274K
NHC
235
Nicholas Hoffman & Company
Georgia
$274K +$67 +1 +0%
SFS
236
Strategic Financial Services
New York
$268K +$10.1K +150 +4%
SAM
237
SignalPoint Asset Management
Missouri
$267K +$8.73K +130 +3%
TP
238
Tranquility Partners
Tennessee
$261K -$4.9K -73 -2%
PTC
239
Private Trust Company
Ohio
$253K +$237K +3,530 +2,893%
SMWM
240
Silvia McColl Wealth Management
California
$251K
DWT
241
Dorsey & Whitney Trust
South Dakota
$250K
ECM
242
Evergreen Capital Management
Washington
$250K +$3.83K +57 +2%
TDC
243
Thompson Davis & Co
Virginia
$249K -$40.1K -597 -14%
EWM
244
Empirical Wealth Management
Washington
$239K
FAIM
245
Financial Advocates Investment Management
Washington
$235K +$2.28K +34 +1%
SOS
246
Silver Oak Securities
Tennessee
$233K +$226K +3,368 New
WSFS
247
Wilmington Savings Fund Society
Delaware
$230K
SCM
248
Shelton Capital Management
Colorado
$222K
EWA
249
EP Wealth Advisors
California
$222K +$197K +2,928 New
LA
250
Latitude Advisors
Florida
$221K +$9.47K +141 +5%