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Vanguard Russell 1000 Value ETF

401 hedge funds and large institutions have $5.73B invested in Vanguard Russell 1000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 109

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $5.15B → $5.73B (+$578M)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more funds holding

Funds holding: 390401 (+11)

0.06% less ownership

Funds ownership: 60.78%60.72% (-0.06%)

Holders
401
Holders Change
+11
Holders Change %
+2.82%
% of All Funds
5.76%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
39
Increased
161
Reduced
109
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$469K +$118K +1,477 +35%
IC
252
IEQ Capital
California
$461K +$56.8K +711 +15%
RWB
253
RMR Wealth Builders
New Jersey
$461K +$959 +12 +0.2%
LFAS
254
Level Four Advisory Services
Texas
$455K -$95.4K -1,193 -18%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$454K -$11.4K -142 -3%
TC
256
Trilogy Capital
California
$452K +$40.2K +503 +10%
GAM
257
Gemmer Asset Management
California
$439K
LIG
258
Lokken Investment Group
Delaware
$439K -$9.75K -122 -2%
RA
259
Rodgers & Associates
Pennsylvania
$439K -$18.2K -228 -4%
OC
260
Oppenheimer & Co
New York
$437K +$6.47K +81 +2%
NA
261
Nottingham Advisors
New York
$433K
PWMAG
262
Pinnacle Wealth Management Advisory Group
New Jersey
$431K
HGA
263
Hobbs Group Advisors
South Carolina
$423K +$320 +4 +0.1%
MCC
264
Money Concepts Capital
Florida
$416K +$171K +2,140 +75%
AA
265
Addison Advisors
Vermont
$414K -$75.1K -940 -16%
CCMG
266
Clark Capital Management Group
Pennsylvania
$410K
CWM
267
Collaborative Wealth Management
Florida
$409K -$8.31K -104 -2%
BFG
268
Bleakley Financial Group
New Jersey
$402K -$40.3K -504 -9%
SWP
269
Stratos Wealth Partners
Ohio
$396K +$2.64K +33 +0.7%
FAT
270
First American Trust
California
$382K
CL
271
Choreo LLC
Illinois
$379K +$2.4K +30 +0.7%
BSA
272
Braun Stacey Associates
New York
$370K -$99.9K -1,250 -22%
QWP
273
Quotient Wealth Partners
Texas
$368K +$13K +162 +4%
IWC
274
Integrated Wealth Concepts
Massachusetts
$360K +$28.8K +360 +9%
ACA
275
Aptus Capital Advisors
Alabama
$357K