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Vanguard Russell 1000 Value ETF
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Overview Fund Activity

364 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 58 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
364
Holders Change
+22
Holders Change %
+6.43%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
58
Increased
119
Reduced
115
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$614M
2
Bank of America
2
Bank of America
North Carolina
$1.4B
3
UBS Group
3
UBS Group
Switzerland
$190M
4
SAG
4
SageView Advisory Group
California
$173M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$28.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$88.8M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$10.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$521K
5
RCIM
5
Red Cedar Investment Management
Michigan
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
226
Wealth Architects
California
$434K 5,978 – –
MCWS
227
McKinley Carter Wealth Services
West Virginia
$432K 5,961 -73,355 -92%
AA
228
Addison Advisors
Vermont
$429K 5,910 – –
RWS
229
Resolute Wealth Strategies
Mississippi
$428K 5,901 +29 +0.5%
MFT
230
Moisand Fitzgerald Tamayo
Florida
$424K 5,847 -4,213 -42%
CWM
231
Collaborative Wealth Management
Florida
$416K 5,736 -267 -4%
PP
232
PrairieView Partners
Minnesota
$416K 5,728 – –
BSA
233
Braun Stacey Associates
New York
$413K 5,695 – –
ASN
234
Advisory Services Network
Georgia
$407K 5,605 -321 -5%
RWB
235
RMR Wealth Builders
New Jersey
$401K 5,529 +313 +6%
RA
236
Rodgers & Associates
Pennsylvania
$400K 5,513 +1,540 +39%
QCM
237
QRG Capital Management
Illinois
$396K 5,464 +2,252 +70%
GVAG
238
Great Valley Advisor Group
Delaware
$392K 5,403 +5,403 New
SAI
239
Savvy Advisors Inc
New York
$391K 5,389 +5,389 New
NL
240
NWAM LLC
Washington
$391K 5,384 – –
Bank of New York Mellon
241
Bank of New York Mellon
New York
$384K 5,292 -4 -0.1%
GAM
242
Gemmer Asset Management
California
$383K 5,274 – –
NA
243
Nottingham Advisors
New York
$377K 5,200 – –
BFG
244
Bleakley Financial Group
New Jersey
$372K 5,129 +293 +6%
SS
245
Simplicity Solutions
Minnesota
$372K 5,129 +293 +6%
CA
246
Cetera Advisors
Colorado
$372K 5,125 – –
SC
247
Sapient Capital
Indiana
$368K 5,076 +5,076 New
HGA
248
Hobbs Group Advisors
South Carolina
$368K 5,067 +5,067 New
CCMG
249
Clark Capital Management Group
Pennsylvania
$357K 4,919 – –
SPIA
250
Steward Partners Investment Advisory
New York
$347K 4,784 +480 +11%
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10
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