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Vanguard Russell 1000 Value ETF

440 hedge funds and large institutions have $6.29B invested in Vanguard Russell 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 174 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+40
Holders Change %
+10%
% of All Funds
5.86%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.35%
New
69
Increased
174
Reduced
102
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TH
226
TCTC Holdings
Texas
$718K
IWC
227
Integrated Wealth Concepts
Massachusetts
$716K +$365K +4,488 +104%
US Bancorp
228
US Bancorp
Minnesota
$712K +$90K +1,108 +14%
IP
229
Ignite Planners
California
$704K +$704K +8,596 New
IFWM
230
Institute for Wealth Management
Colorado
$702K -$6.34K -78 -0.9%
AssetMark Inc
231
AssetMark Inc
California
$696K +$678K +8,348 +3,883%
PSP
232
Principal Street Partners
Tennessee
$695K
CWP
233
Cyndeo Wealth Partners
Florida
$685K -$50.9K -627 -7%
KPP
234
Kings Path Partners
Texas
$684K -$16.3K -201 -2%
MAA
235
Mraz Amerine & Associates
California
$681K -$2.93K -36 -0.4%
QWP
236
Quotient Wealth Partners
Texas
$673K +$314K +3,866 +87%
MCC
237
Money Concepts Capital
Florida
$662K +$257K +3,157 +63%
VPWA
238
Vestia Personal Wealth Advisors
Indiana
$658K -$58.7K -723 -8%
HCC
239
Hirtle Callaghan & Co
Pennsylvania
$646K
MSFS
240
Main Street Financial Solutions
Pennsylvania
$640K +$640K +7,874 New
SPIO
241
Seven Post Investment Office
California
$636K
PAS
242
Park Avenue Securities
New York
$632K
OC
243
Oppenheimer & Co
New York
$628K +$202K +2,486 +47%
BAM
244
Berkshire Asset Management
Pennsylvania
$622K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$621K +$178K +2,195 +40%
CBA
246
Coastal Bridge Advisors
Connecticut
$617K
SPC
247
Sigma Planning Corp
Michigan
$617K +$64K +788 +12%
CMI
248
Clare Market Investments
Texas
$615K -$2.84K -35 -0.5%
QC
249
Quent Capital
New York
$605K
EWM
250
Elevatus Welath Management
New York
$603K