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Vanguard Russell 1000 Value ETF

365 hedge funds and large institutions have $5.08B invested in Vanguard Russell 1000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

21% more capital invested

Capital invested by funds: $4.21B → $5.08B (+$873M)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

7% more funds holding

Funds holding: 342365 (+23)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.53% less ownership

Funds ownership: 64.42%63.89% (-0.53%)

Holders
365
Holders Change
+23
Holders Change %
+6.73%
% of All Funds
5.32%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
59
Increased
119
Reduced
115
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
226
BOK Financial
Oklahoma
$441K +$137K +2,025 +50%
WA
227
Wealth Architects
California
$434K
MCWS
228
McKinley Carter Wealth Services
West Virginia
$432K -$4.97M -73,355 -92%
AA
229
Addison Advisors
Vermont
$429K
RWS
230
Resolute Wealth Strategies
Mississippi
$428K +$1.97K +29 +0.5%
MFT
231
Moisand Fitzgerald Tamayo
Florida
$424K -$286K -4,213 -42%
CWM
232
Collaborative Wealth Management
Florida
$416K -$18.1K -267 -4%
PP
233
PrairieView Partners
Minnesota
$416K
BSA
234
Braun Stacey Associates
New York
$413K
ASN
235
Advisory Services Network
Georgia
$407K -$21.8K -321 -5%
RWB
236
RMR Wealth Builders
New Jersey
$401K +$21.2K +313 +6%
RA
237
Rodgers & Associates
Pennsylvania
$400K +$104K +1,540 +39%
QCM
238
QRG Capital Management
Illinois
$396K +$153K +2,252 +70%
GVAG
239
Great Valley Advisor Group
Delaware
$392K +$366K +5,403 New
SAI
240
Savvy Advisors Inc
New York
$391K +$365K +5,389 New
NL
241
NWAM LLC
Washington
$391K
Bank of New York Mellon
242
Bank of New York Mellon
New York
$384K -$271 -4 -0.1%
GAM
243
Gemmer Asset Management
California
$383K
NA
244
Nottingham Advisors
New York
$377K
BFG
245
Bleakley Financial Group
New Jersey
$372K +$19.9K +293 +6%
SS
246
Simplicity Solutions
Minnesota
$372K +$19.9K +293 +6%
CA
247
Cetera Advisors
Colorado
$372K
SC
248
Sapient Capital
Indiana
$368K +$344K +5,076 New
HGA
249
Hobbs Group Advisors
South Carolina
$368K +$343K +5,067 New
CCMG
250
Clark Capital Management Group
Pennsylvania
$357K