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Vanguard Russell 1000 Value ETF

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

4% more funds holding

Funds holding: 309321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36%61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
276
Aspire Private Capital
North Carolina
$48.4K +$203 +3 +0.4%
NRC
277
New Republic Capital
North Carolina
$48K
HNB
278
Huntington National Bank
Ohio
$47.4K
NSIM
279
North Star Investment Management
Illinois
$45.7K
QCG
280
Quadrant Capital Group
Ohio
$42.1K -$767K -11,316 -95%
Kayne Anderson Rudnick Investment Management
281
Kayne Anderson Rudnick Investment Management
California
$41.6K -$210K -3,105 -83%
HI
282
Harbour Investments
Wisconsin
$41K -$57.9K -855 -58%
POIA
283
Pin Oak Investment Advisors
Texas
$38K -$5.08K -75 -12%
BWL
284
Bogart Wealth LLC
Virginia
$37.5K
DI
285
Disciplined Investments
Oklahoma
$37.3K
GWMI
286
Guardian Wealth Management (Illinois)
Illinois
$34.7K +$203 +3 +0.6%
AIC
287
Archer Investment Corporation
Indiana
$24.7K +$19.9K +294 +392%
MCA
288
Maryland Capital Advisors
Maryland
$23.4K
MRCM
289
M&R Capital Management
New Jersey
$22K
NFSG
290
Newbridge Financial Services Group
Florida
$21K
IIL
291
Insight Inv LLC
California
$19.2K
SS
292
Sunbelt Securities
Texas
$15.7K +$16.1K +238 New
KFI
293
Key Financial Inc
Pennsylvania
$15.1K
CIA
294
Cape Investment Advisory
Georgia
$14.6K +$14.8K +219 New
HWA
295
HHM Wealth Advisors
Tennessee
$13.6K
HF
296
Halpern Financial
Virginia
$13.6K
AIM
297
Anchor Investment Management
South Carolina
$13K
SIS
298
Sound Income Strategies
Florida
$12.2K +$12.3K +182 New
CCA
299
Column Capital Advisors
Indiana
$10.4K +$10.6K +156 New
HPC
300
HM Payson & Co
Maine
$10K