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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 %
JBA
251
Johnson Bixby & Associates
Washington
$344K 4,737 – –
NGA
252
Naples Global Advisors
Florida
$335K 4,625 +5 +0.1%
WWS
253
Wellington Wealth Strategies
Indiana
$334K 4,604 +4,604 New
LIG
254
Lokken Investment Group
Delaware
$333K 4,590 -53 -1%
TFA
255
Tobias Financial Advisors
Florida
$333K 4,589 – –
FAT
256
First American Trust
California
$333K 4,588 – –
RWG
257
Regal Wealth Group
California
$331K 4,596 +4,596 New
CWM
258
Cornerstone Wealth Management
Missouri
$326K 4,497 -117 -3%
PFS
259
Prospera Financial Services
Texas
$321K 4,432 -164 -4%
HBW
260
Hazlett, Burt & Watson
West Virginia
$320K 4,422 +11 +0.2%
LSA
261
Lion Street Advisors
Texas
$320K 4,411 – –
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K 4,351 -1,469 -25%
NHC
263
Nicholas Hoffman & Company
Georgia
$312K 4,299 +341 +9%
FGG
264
Financial Guidance Group
Florida
$311K 4,284 – –
BWCS
265
Beirne Wealth Consulting Services
Connecticut
$308K 4,245 – –
SWP
266
Stratos Wealth Partners
Ohio
$307K 4,227 +21 +0.5%
JWM
267
JFG Wealth Management
Colorado
$303K 4,172 – –
WWM
268
Western Wealth Management
Colorado
$303K 4,170 -79 -2%
Prudential Financial
269
Prudential Financial
New Jersey
$299K 4,128 +89 +2%
HNB
270
Huntington National Bank
Ohio
– – – –
EGM
271
Engineers Gate Manager
New York
$296K 4,082 +4,082 New
GF
272
Gries Financial
Ohio
$294K 4,055 -1,080 -21%
SDWMA
273
Schneider Downs Wealth Management Advisors
Pennsylvania
$290K 3,999 – –
SAM
274
SignalPoint Asset Management
Missouri
$282K 3,890 – –
SFS
275
Strategic Financial Services
New York
$276K 3,800 – –
9 10
11
12 13