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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
SPIA
251
Steward Partners Investment Advisory
New York
$347K +$32.5K +480 +11%
JBA
252
Johnson Bixby & Associates
Washington
$344K
NGA
253
Naples Global Advisors
Florida
$335K +$339 +5 +0.1%
WWS
254
Wellington Wealth Strategies
Indiana
$334K +$312K +4,604 New
LIG
255
Lokken Investment Group
Delaware
$333K -$3.59K -53 -1%
TFA
256
Tobias Financial Advisors
Florida
$333K
FAT
257
First American Trust
California
$333K
RWG
258
Regal Wealth Group
California
$331K +$312K +4,596 New
CWM
259
Cornerstone Wealth Management
Missouri
$326K -$7.93K -117 -3%
PFS
260
Prospera Financial Services
Texas
$321K -$11.1K -164 -4%
HBW
261
Hazlett, Burt & Watson
West Virginia
$320K +$746 +11 +0.2%
LSA
262
Lion Street Advisors
Texas
$320K
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K -$99.6K -1,469 -25%
NHC
264
Nicholas Hoffman & Company
Georgia
$312K +$23.1K +341 +9%
FGG
265
Financial Guidance Group
Florida
$311K
BWCS
266
Beirne Wealth Consulting Services
Connecticut
$308K
SWP
267
Stratos Wealth Partners
Ohio
$307K +$1.42K +21 +0.5%
JWM
268
JFG Wealth Management
Colorado
$303K
WWM
269
Western Wealth Management
Colorado
$303K -$5.36K -79 -2%
Prudential Financial
270
Prudential Financial
New Jersey
$299K +$6.03K +89 +2%
HNB
271
Huntington National Bank
Ohio
$296K
EGM
272
Engineers Gate Manager
New York
$296K +$277K +4,082 New
GF
273
Gries Financial
Ohio
$294K -$73.2K -1,080 -21%
SDWMA
274
Schneider Downs Wealth Management Advisors
Pennsylvania
$290K
SAM
275
SignalPoint Asset Management
Missouri
$282K