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Vanguard Russell 1000 Value ETF

332 hedge funds and large institutions have $4.11B invested in Vanguard Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $3.92B → $4.11B (+$198M)

3% more funds holding

Funds holding: 321332 (+11)

1.63% more ownership

Funds ownership: 61.44%63.07% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.21%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
35
Increased
104
Reduced
107
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
276
ORG Partners
Indiana
$90.2K +$87.1K +1,297 New
SC
277
Steph & Co
Wisconsin
$76.7K -$3.76K -56 -5%
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$72.7K
HIA
279
Harbor Investment Advisory
Maryland
$69.2K
CA
280
Clearstead Advisors
Ohio
$68.1K
CSPIA
281
Cary Street Partners Investment Advisory
Virginia
$60K -$671 -10 -1%
SF
282
Safeguard Financial
Wisconsin
$56K +$54.6K +813 New
RVM
283
Robinson Value Management
Texas
$55.4K -$6.71K -100 -11%
IGWM
284
ICA Group Wealth Management
Colorado
$51.3K +$44.7K +666 +888%
APC
285
Aspire Private Capital
North Carolina
$50.4K +$269 +4 +0.6%
NRC
286
New Republic Capital
North Carolina
$49.7K
FGAM
287
Financial Gravity Asset Management
Texas
$47.8K +$134 +2 +3%
HNB
288
Huntington National Bank
Ohio
$46.8K
QCG
289
Quadrant Capital Group
Ohio
$43.6K
Kayne Anderson Rudnick Investment Management
290
Kayne Anderson Rudnick Investment Management
California
$43K
NSIM
291
North Star Investment Management
Illinois
$41.1K -$6.04K -90 -13%
POIA
292
Pin Oak Investment Advisors
Texas
$40K
BWL
293
Bogart Wealth LLC
Virginia
$38.8K
AIC
294
Archer Investment Corporation
Indiana
$33.8K +$8.06K +120 +33%
GWSG
295
GPS Wealth Strategies Group
Colorado
$31.3K +$20.9K +311 +219%
GWMI
296
Guardian Wealth Management (Illinois)
Illinois
$27.4K -$8.26K -123 -24%
MCA
297
Maryland Capital Advisors
Maryland
$24.2K
MRCM
298
M&R Capital Management
New Jersey
$22.8K
NFSG
299
Newbridge Financial Services Group
Florida
$21.8K
IIL
300
Insight Inv LLC
California
$19.9K